WealthShield 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
$8.58M Sell
336,565
-50,282
-13% -$1.28M 1.04% 22
2025
Q1
$9.88M Buy
386,847
+7,610
+2% +$194K 1.27% 17
2024
Q4
$9.65M Buy
379,237
+321,649
+559% +$8.19M 1.37% 15
2024
Q3
$1.47M Sell
57,588
-50,453
-47% -$1.29M 0.2% 124
2024
Q2
$2.76M Buy
108,041
+103,141
+2,105% +$2.63M 0.42% 70
2024
Q1
$125K Buy
4,900
+2,500
+104% +$63.8K 0.02% 300
2023
Q4
$60.4K Buy
+2,400
New +$60.4K 0.01% 351