AEPWM
Atlantic Edge Private 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 | $5.63M | Sell |
192,179
-190,942
| -50% | -$5.59M | 1.54% | 17 |
|
|
2025
Q1 | $11.1M | Buy |
383,121
+9,949
| +3% | +$287K | 3.38% | 6 |
|
|
2024
Q4 | $10.7M | Buy |
373,172
+422
| +0.1% | +$12.1K | 3.31% | 8 |
|
|
2024
Q3 | $11M | Sell |
372,750
-11,814
| -3% | -$347K | 3.34% | 7 |
|
|
2024
Q2 | $10.9M | Buy |
384,564
+53,716
| +16% | +$1.52M | 3.64% | 6 |
|
|
2024
Q1 | $9.6M | Buy |
330,848
+116,308
| +54% | +$3.38M | 3.3% | 8 |
|
|
2023
Q4 | $6.17M | Buy |
+214,540
| New | +$6.17M | 2.51% | 9 |
|