Colton Groome Financial Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,990
| Closed | -$286K | – | 124 |
|
|
2024
Q4 | $286K | Sell |
9,990
-3,609
| -27% | -$103K | 0.11% | 101 |
|
|
2024
Q3 | $400K | Buy |
13,599
+660
| +5% | +$19.4K | 0.15% | 88 |
|
|
2024
Q2 | $366K | Sell |
12,939
-7,638
| -37% | -$216K | 0.14% | 83 |
|
|
2024
Q1 | $597K | Sell |
20,577
-10,167
| -33% | -$295K | 0.24% | 62 |
|
|
2023
Q4 | $885K | Sell |
30,744
-15,513
| -34% | -$446K | 0.39% | 47 |
|
|
2023
Q3 | $1.25M | Sell |
46,257
-18,247
| -28% | -$494K | 0.63% | 40 |
|
|
2023
Q2 | $1.79M | Sell |
64,504
-25,575
| -28% | -$710K | 0.84% | 35 |
|
|
2023
Q1 | $2.52M | Buy |
90,079
+41,531
| +86% | +$1.16M | 1.2% | 25 |
|
|
2022
Q4 | $1.31M | Buy |
+48,548
| New | +$1.31M | 0.64% | 38 |
|
|
2022
Q2 | – | Sell |
-62,604
| Closed | -$1.9M | – | 108 |
|
|
2022
Q1 | $1.9M | Sell |
62,604
-53,186
| -46% | -$1.62M | 0.88% | 29 |
|
|
2021
Q4 | $3.82M | Buy |
115,790
+11,816
| +11% | +$390K | 1.55% | 20 |
|
|
2021
Q3 | $3.44M | Buy |
103,974
+670
| +0.6% | +$22.1K | 1.49% | 18 |
|
|
2021
Q2 | $3.4M | Sell |
103,304
-1,889
| -2% | -$62.2K | 1.56% | 18 |
|
|
2021
Q1 | $3.36M | Buy |
+105,193
| New | +$3.36M | 1.88% | 19 |
|