Carolinas Wealth Consulting’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-41	Closed	-$1.18K	–	45
2025 Q1	$1.18K	Hold	41	–	–	﹤0.01%	892
2024 Q4	$1.18K	Buy	+41	New	+$1.19K	﹤0.01%	921
2021 Q1	–	Sell	-136	Closed	-$4K	–	941
2020 Q4	$4K	Buy	+136	New	+$4.21K	﹤0.01%	659

Other funds holding ANGL

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Carolinas Wealth Consulting's ANGL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2025, closing a stake of 41 shares — an estimated $1.18K sold.

Carolinas Wealth Consulting first reported a position in ANGL in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

Carolinas Wealth Consulting reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 41 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $1.18K.
Carolinas Wealth Consulting first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 3 quarters.
Carolinas Wealth Consulting's VanEck Fallen Angel High Yield Bond ETF position peaked at $4K in Q4 2020.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.