WealthPLAN Partners’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 | $3.33M | Sell |
130,658
-47,898
| -27% | -$1.22M | 0.54% | 49 |
|
|
2025
Q1 | $4.56M | Buy |
178,556
+685
| +0.4% | +$17.5K | 0.64% | 46 |
|
|
2024
Q4 | $4.53M | Buy |
177,871
+7,106
| +4% | +$181K | 0.64% | 46 |
|
|
2024
Q3 | $4.35M | Buy |
170,765
+3,684
| +2% | +$93.8K | 0.58% | 58 |
|
|
2024
Q2 | $4.26M | Sell |
167,081
-8,086
| -5% | -$206K | 0.46% | 63 |
|
|
2024
Q1 | $4.47M | Sell |
175,167
-10,851
| -6% | -$277K | 0.46% | 72 |
|
|
2023
Q4 | $4.68M | Sell |
186,018
-1,351
| -0.7% | -$34K | 0.48% | 65 |
|
|
2023
Q3 | $4.74M | Buy |
187,369
+63,857
| +52% | +$1.61M | 0.55% | 57 |
|
|
2023
Q2 | $3.12M | Sell |
123,512
-76,945
| -38% | -$1.94M | 0.44% | 62 |
|
|
2023
Q1 | $5.01M | Sell |
200,457
-333,587
| -62% | -$8.33M | 0.57% | 51 |
|
|
2022
Q4 | $13.5M | Buy |
+534,044
| New | +$13.5M | 0.94% | 41 |
|