Carson Wealth (CWM LLC)’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 | $153K | Buy |
5,218
+866
| +20% | +$25.4K | ﹤0.01% | 2393 |
|
|
2025
Q1 | $126K | Sell |
4,352
-3,836
| -47% | -$111K | ﹤0.01% | 2233 |
|
|
2024
Q4 | $235K | Buy |
8,188
+3,496
| +75% | +$100K | ﹤0.01% | 1720 |
|
|
2024
Q3 | $138K | Sell |
4,692
-968
| -17% | -$28.5K | ﹤0.01% | 1983 |
|
|
2024
Q2 | $160K | Buy |
5,660
+331
| +6% | +$9.36K | ﹤0.01% | 1704 |
|
|
2024
Q1 | $155K | Buy |
5,329
+871
| +20% | +$25.3K | ﹤0.01% | 1638 |
|
|
2023
Q4 | $128K | Sell |
4,458
-605
| -12% | -$17.4K | ﹤0.01% | 1616 |
|
|
2023
Q3 | $137K | Buy |
5,063
+867
| +21% | +$23.5K | ﹤0.01% | 1468 |
|
|
2023
Q2 | $117K | Sell |
4,196
-487
| -10% | -$13.6K | ﹤0.01% | 1490 |
|
|
2023
Q1 | $131K | Buy |
4,683
+1,383
| +42% | +$38.7K | ﹤0.01% | 1362 |
|
|
2022
Q4 | $89K | Buy |
3,300
+2,264
| +219% | +$61.1K | ﹤0.01% | 1426 |
|
|
2022
Q3 | $27K | Sell |
1,036
-426
| -29% | -$11.1K | ﹤0.01% | 2018 |
|
|
2022
Q2 | $40K | Sell |
1,462
-1,949
| -57% | -$53.3K | ﹤0.01% | 1718 |
|
|
2022
Q1 | $104K | Sell |
3,411
-186,632
| -98% | -$5.69M | ﹤0.01% | 1307 |
|
|
2021
Q4 | $6.27M | Buy |
+190,043
| New | +$6.27M | 0.04% | 272 |
|
|
2021
Q2 | $15.7M | Hold |
475,795
| – | – | 0.12% | 162 |
|
|
2021
Q1 | $15.7M | Hold |
475,795
| – | – | 0.12% | 162 |
|
|
2020
Q4 | $15.7M | Hold |
475,795
| – | – | 0.12% | 162 |
|
|
2020
Q3 | $15.7M | Hold |
475,795
| – | – | 0.12% | 162 |
|
|
2020
Q2 | $15.7M | Hold |
475,795
| – | – | 0.12% | 162 |
|
|
2020
Q1 | $15.7M | Hold |
475,795
| – | – | 0.12% | 162 |
|
|
2019
Q4 | $15.7M | Hold |
475,795
| – | – | 0.12% | 162 |
|
|
2019
Q3 | $15.7M | Hold |
475,795
| – | – | 0.12% | 162 |
|
|
2019
Q2 | $15.7M | Hold |
475,795
| – | – | 0.12% | 162 |
|
|
2019
Q1 | $15.7M | Buy |
475,795
+455,078
| +2,197% | +$15M | 0.12% | 162 |
|
|
2018
Q4 | $553K | Buy |
20,717
+1,107
| +6% | +$29.5K | 0.01% | 441 |
|
|
2018
Q3 | $570K | Buy |
19,610
+3,474
| +22% | +$101K | 0.01% | 370 |
|
|
2018
Q2 | $463K | Buy |
16,136
+2,124
| +15% | +$60.9K | 0.02% | 341 |
|
|
2018
Q1 | $407K | Buy |
14,012
+980
| +8% | +$28.5K | 0.02% | 301 |
|
|
2017
Q4 | $390K | Buy |
13,032
+1,252
| +11% | +$37.5K | 0.02% | 285 |
|
|
2017
Q3 | $357K | Buy |
+11,780
| New | +$357K | 0.02% | 280 |
|