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Blue Edge Capital’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Blue Edge Capital’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
2024
Q3 		– Sell
-145,833
Closed -$4.13M – 112
2024
Q2 		$4.13M Buy
145,833
+3,323
+2% +$94.8K 0.68% 43
2024
Q1 		$4.14M Buy
142,510
+1,846
+1% +$53.2K 0.69% 44
2023
Q4 		$4.05M Buy
140,664
+294
+0.2% +$8.11K 0.76% 36
2023
Q3 		$3.8M Sell
140,370
-3,972
-3% -$109K 0.8% 36
2023
Q2 		$4.01M Sell
144,342
-91,885
-39% -$2.53M 0.81% 35
2023
Q1 		$6.62M Buy
236,227
+39,264
+20% +$1.08M 1.43% 22
2022
Q4 		$5.32M Buy
196,963
+14,364
+8% +$386K 1.21% 23
2022
Q3 		$4.79M Sell
182,599
-6,193
-3% -$171K 1.19% 27
2022
Q2 		$5.1M Buy
188,792
+3,855
+2% +$110K 1.19% 26
2022
Q1 		$5.62M Buy
184,937
+1,729
+0.9% +$53.8K 1.13% 29
2021
Q4 		$6.04M Buy
183,208
+69,754
+61% +$2.3M 1.17% 29
2021
Q3 		$3.75M Buy
113,454
+1,842
+2% +$60.9K 0.78% 38
2021
Q2 		$3.67M Sell
111,612
-175
-0.2% -$5.64K 0.76% 39
2021
Q1 		$3.57M Buy
111,787
+10,798
+11% +$346K 0.79% 37
2020
Q4 		$3.24M Buy
100,989
+3,784
+4% +$117K 0.78% 40
2020
Q3 		$2.89M Buy
+97,205
New +$2.91M 0.79% 37

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blue Edge Capital's ANGL Position: Q3 2024 in Review

Blue Edge Capital sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2024, closing a stake of 145,833 shares — an estimated $4.13M sold.

Blue Edge Capital first reported a position in ANGL in Q3 2020 and held it in 16 quarters. The position peaked at $6.62M in Q1 2023. 343 funds tracked by Wall St. Rank hold ANGL as of Q3 2024.

  • Blue Edge Capital reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Blue Edge Capital sold 145,833 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2024, an estimated $4.13M.
  • Blue Edge Capital first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2020 and held it in 16 quarters.
  • Blue Edge Capital's VanEck Fallen Angel High Yield Bond ETF position peaked at $6.62M in Q1 2023.
  • 343 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2024.

Based on Blue Edge Capital's 13F filing for Q3 2024, filed 14 Nov 2024.