MWP
Moller Wealth Partners’s VanEck IG Floating Rate ETF FLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,657
| Closed | -$783K | – | 71 |
|
|
2025
Q1 | $783K | Buy |
30,657
+10,153
| +50% | +$259K | 0.19% | 38 |
|
|
2024
Q4 | $522K | Buy |
20,504
+12,504
| +156% | +$318K | 0.14% | 40 |
|
|
2024
Q3 | $204K | Hold |
8,000
| – | – | 0.05% | 65 |
|
|
2024
Q2 | $204K | Buy |
+8,000
| New | +$204K | 0.05% | 64 |
|