BWM
BCS 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 | $622K | Sell |
21,241
-2,896
| -12% | -$84.8K | 0.13% | 143 |
|
|
2025
Q1 | $697K | Sell |
24,137
-3,255
| -12% | -$94K | 0.18% | 108 |
|
|
2024
Q4 | $785K | Sell |
27,392
-2,142
| -7% | -$61.4K | 0.2% | 101 |
|
|
2024
Q3 | $869K | Buy |
29,534
+670
| +2% | +$19.7K | 0.37% | 59 |
|
|
2024
Q2 | $817K | Buy |
28,864
+2,847
| +11% | +$80.6K | 0.4% | 59 |
|
|
2024
Q1 | $755K | Buy |
26,017
+4,600
| +21% | +$133K | 0.24% | 92 |
|
|
2023
Q4 | $616K | Buy |
21,417
+578
| +3% | +$16.6K | 0.23% | 99 |
|
|
2023
Q3 | $564K | Buy |
20,839
+1,917
| +10% | +$51.9K | 0.23% | 93 |
|
|
2023
Q2 | $525K | Buy |
18,922
+4,195
| +28% | +$116K | 0.38% | 58 |
|
|
2023
Q1 | $413K | Sell |
14,727
-13,159
| -47% | -$369K | 0.19% | 99 |
|
|
2022
Q4 | $753K | Sell |
27,886
-4
| -0% | -$108 | 0.32% | 81 |
|
|
2022
Q3 | $732K | Sell |
27,890
-1,511
| -5% | -$39.7K | 0.34% | 78 |
|
|
2022
Q2 | $794K | Sell |
29,401
-2,822
| -9% | -$76.2K | 0.35% | 67 |
|
|
2022
Q1 | $980K | Sell |
32,223
-2,087
| -6% | -$63.5K | 0.41% | 59 |
|
|
2021
Q4 | $1.13M | Sell |
34,310
-12,968
| -27% | -$427K | 0.41% | 57 |
|
|
2021
Q3 | $1.56M | Buy |
47,278
+598
| +1% | +$19.8K | 0.66% | 34 |
|
|
2021
Q2 | $1.54M | Sell |
46,680
-2,891
| -6% | -$95.1K | 0.82% | 26 |
|
|
2021
Q1 | $1.58M | Sell |
49,571
-1,012
| -2% | -$32.3K | 0.75% | 28 |
|
|
2020
Q4 | $1.62M | Sell |
50,583
-354
| -0.7% | -$11.4K | 0.84% | 26 |
|
|
2020
Q3 | $1.52M | Buy |
50,937
+3,746
| +8% | +$111K | 0.86% | 27 |
|
|
2020
Q2 | $1.35M | Buy |
+47,191
| New | +$1.35M | 0.81% | 26 |
|