WealthPlan Investment Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
404,710
+59,394
| +17% | +$1.51M | 0.75% | 46 |
|
|
2025
Q1 | $8.82M | Buy |
345,316
+9,108
| +3% | +$233K | 0.87% | 38 |
|
|
2024
Q4 | $8.56M | Sell |
336,208
-7,462
| -2% | -$190K | 0.85% | 40 |
|
|
2024
Q3 | $8.75M | Sell |
343,670
-154,771
| -31% | -$3.94M | 0.89% | 42 |
|
|
2024
Q2 | $12.7M | Buy |
498,441
+11,090
| +2% | +$283K | 1.92% | 6 |
|
|
2024
Q1 | $12.4M | Buy |
487,351
+37,361
| +8% | +$953K | 1.9% | 7 |
|
|
2023
Q4 | $11.3M | Sell |
449,990
-80,311
| -15% | -$2.02M | 1.81% | 6 |
|
|
2023
Q3 | $13.4M | Buy |
530,301
+309,222
| +140% | +$7.82M | 2.37% | 2 |
|
|
2023
Q2 | $5.58M | Sell |
221,079
-251,653
| -53% | -$6.35M | 1.66% | 10 |
|
|
2023
Q1 | $11.8M | Sell |
472,732
-34,806
| -7% | -$869K | 2.03% | 5 |
|
|
2022
Q4 | $12.8M | Buy |
507,538
+101,331
| +25% | +$2.55M | 0.89% | 42 |
|
|
2022
Q3 | $10.1M | Buy |
+406,207
| New | +$10.1M | 0.74% | 49 |
|