AWM
Accel Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.54M | Buy |
121,060
+1,115
| +0.9% | +$32.6K | 1.18% | 16 |
|
2025
Q1 | $3.46M | Buy |
119,945
+22
| +0% | +$635 | 1.25% | 16 |
|
2024
Q4 | $3.44M | Buy |
119,923
+4,766
| +4% | +$137K | 1.3% | 14 |
|
2024
Q3 | $3.39M | Buy |
115,157
+27,505
| +31% | +$809K | 1.26% | 15 |
|
2024
Q2 | $2.48M | Buy |
87,652
+1,346
| +2% | +$38.1K | 0.99% | 23 |
|
2024
Q1 | $2.5M | Buy |
86,306
+1,266
| +1% | +$36.7K | 1.06% | 23 |
|
2023
Q4 | $2.45M | Sell |
85,040
-3,690
| -4% | -$106K | 1.23% | 20 |
|
2023
Q3 | $2.4M | Sell |
88,730
-1,343
| -1% | -$36.3K | 1.34% | 19 |
|
2023
Q2 | $2.5M | Sell |
90,073
-731
| -0.8% | -$20.3K | 1.38% | 19 |
|
2023
Q1 | $2.54M | Sell |
90,804
-4,918
| -5% | -$138K | 1.04% | 14 |
|
2022
Q4 | $2.59M | Sell |
95,722
-26,877
| -22% | -$726K | 1.24% | 16 |
|
2022
Q3 | $3.29M | Buy |
122,599
+4,918
| +4% | +$132K | 1.76% | 6 |
|
2022
Q2 | $3.23M | Sell |
117,681
-6,640
| -5% | -$182K | 1.85% | 5 |
|
2022
Q1 | $3.77M | Buy |
124,321
+1,431
| +1% | +$43.3K | 1.95% | 5 |
|
2021
Q4 | $4.05M | Buy |
122,890
+23,392
| +24% | +$771K | 1.99% | 6 |
|
2021
Q3 | $3.29M | Buy |
99,498
+17,359
| +21% | +$574K | 2.12% | 7 |
|
2021
Q2 | $2.7M | Buy |
82,139
+32,183
| +64% | +$1.06M | 1.79% | 9 |
|
2021
Q1 | $1.6M | Buy |
49,956
+13,595
| +37% | +$434K | 1.29% | 15 |
|
2020
Q4 | $1.17M | Buy |
+36,361
| New | +$1.17M | 1.09% | 18 |
|