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Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund (FLTR) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $899k 35k 25.51
2024-03-31 $665k 26k 25.51
2023-12-31 $616k 25k 25.15

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Xpel (XPEL)
Kla Corp Com New (KLAC)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Heritage Wealth Management

Top funds holding Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund

Wealthfront Advisers
LPL Financial
Wells Fargo & Company
Pinnacle Wealth Planning Services
Morgan Stanley
Kensington Asset Management
Raymond James Financial
Keudell/Morrison Wealth Management
Fusion Capital
Virtue Capital Management
UBS Group
Renaissance Technologies
Creative Planning
Ameriprise Financial
Arete Wealth Advisors

View all funds holding Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund