SAI
Savvy Advisors Inc’s VanEck IG Floating Rate ETF FLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,729
| Closed | -$426K | – | 461 |
|
|
2024
Q3 | $426K | Buy |
16,729
+544
| +3% | +$13.9K | 0.09% | 201 |
|
|
2024
Q2 | $413K | Sell |
16,185
-1,119
| -6% | -$28.5K | 0.13% | 166 |
|
|
2024
Q1 | $441K | Sell |
17,304
-9,816
| -36% | -$250K | 0.25% | 106 |
|
|
2023
Q4 | $682K | Buy |
+27,120
| New | +$682K | 0.66% | 37 |
|