Congress Wealth Management’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
Q2
$3.28M Sell
112,063
-9,710
-8% -$284K 0.03% 468
2025
Q1
$3.51M Buy
121,773
+2,208
+2% +$63.7K 0.04% 381
2024
Q4
$3.43M Sell
119,565
-688
-0.6% -$19.7K 0.05% 335
2024
Q3
$3.54M Sell
120,253
-11,694
-9% -$344K 0.05% 343
2024
Q2
$3.73M Sell
131,947
-9,250
-7% -$262K 0.06% 284
2024
Q1
$4.1M Sell
141,197
-7,402
-5% -$215K 0.07% 246
2023
Q4
$4.28M Sell
148,599
-25,921
-15% -$746K 0.08% 239
2023
Q3
$4.72M Sell
174,520
-20,294
-10% -$549K 0.1% 219
2023
Q2
$5.41M Sell
194,814
-22,370
-10% -$621K 0.13% 182
2023
Q1
$6.09M Sell
217,184
-49,951
-19% -$1.4M 0.15% 170
2022
Q4
$7.22M Sell
267,135
-28,042
-10% -$758K 0.19% 157
2022
Q3
$7.74M Sell
295,177
-8,053
-3% -$211K 0.21% 145
2022
Q2
$8.19M Buy
+303,230
New +$8.19M 0.21% 147