Ownership history in WealthPLAN Partners, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in VANECK ETF TRUST (CLOI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 159,184 | -3,483 | -2.1% | 1.26% | $8.4M | $52.38 |
| 2025 Q3 | REDUCED | 162,667 | -3,376 | -2.0% | 1.29% | $8.6M | $51.70 |
| 2025 Q2 | REDUCED | 166,043 | -26,915 | -13.9% | 1.41% | $8.8M | $50.83 |
| 2025 Q1 | ADDED | 192,958 | +27,456 | +16.6% | 1.44% | $10.2M | $50.00 |
| 2024 Q4 | ADDED | 165,502 | +13,951 | +9.2% | 1.24% | $8.7M | $49.49 |
| 2024 Q3 | ADDED | 151,551 | +3,810 | +2.6% | 1.08% | $8.0M | $48.65 |
| 2024 Q2 | ADDED | 147,741 | +3,318 | +2.3% | 0.84% | $7.8M | $47.73 |
| 2024 Q1 | ADDED | 144,423 | +7,288 | +5.3% | 0.79% | $7.6M | $46.85 |
| 2023 Q4 | ADDED | 137,135 | +34,473 | +33.6% | 0.73% | $7.1M | $45.71 |
| 2023 Q3 | INITIATED | 102,662 | — | — | 0.62% | $5.4M | — |
As of 2025 Q4 — sorted by position size