Beaumont Financial Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Beaumont Financial Advisors’s Portfolio ANGL Stock Details ANGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-22,570	Closed	-$610K	–	319
2022 Q4	$610K	Sell	22,570 -344	-2%	-$9.23K	0.06%	161
2022 Q3	$601K	Sell	22,914 -9,169	-29%	-$254K	0.06%	157
2022 Q2	$867K	Sell	32,083 -117,699	-79%	-$3.35M	0.08%	134
2022 Q1	$4.55M	Sell	149,782 -1,489	-1%	-$46.3K	0.35%	61
2021 Q4	$4.99M	Buy	151,271 +5,527	+4%	+$182K	0.36%	55
2021 Q3	$4.82M	Sell	145,744 -1,822	-1%	-$60.3K	0.37%	57
2021 Q2	$4.86M	Buy	147,566 +19,048	+15%	+$614K	0.37%	55
2021 Q1	$4.1M	Buy	+128,518	New	+$4.12M	0.35%	67

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

DMBA

Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Beaumont Financial Advisors's ANGL Position: Q1 2023 in Review

Beaumont Financial Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2023, closing a stake of 22,570 shares — an estimated $610K sold.

Beaumont Financial Advisors first reported a position in ANGL in Q1 2021 and held it in 8 quarters. The position peaked at $4.99M in Q4 2021. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2023.

Beaumont Financial Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 22,570 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2023, an estimated $610K.
Beaumont Financial Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2021 and held it in 8 quarters.
Beaumont Financial Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $4.99M in Q4 2021.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2023.

Based on Beaumont Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.