Aprio Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-8,527
| Closed | -$230K | – | 132 |
|
2022
Q4 | $230K | Sell |
8,527
-2,591
| -23% | -$70K | 0.08% | 107 |
|
2022
Q3 | $292K | Sell |
11,118
-160,282
| -94% | -$4.21M | 0.12% | 77 |
|
2022
Q2 | $4.63M | Buy |
171,400
+3,300
| +2% | +$89.2K | 1.84% | 15 |
|
2022
Q1 | $5.11M | Buy |
168,100
+18,749
| +13% | +$570K | 1.95% | 15 |
|
2021
Q4 | $4.92M | Buy |
149,351
+29,058
| +24% | +$958K | 2.06% | 13 |
|
2021
Q3 | $3.98M | Buy |
+120,293
| New | +$3.98M | 1.81% | 13 |
|