DJYG
ANGL icon

David J. Yvars Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

David J. Yvars Group’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
2026
Q2 		$256K Sell
8,768
-6,309
-42% -$184K 0.13% 80
2026
Q1 		$433K Sell
15,077
-3,312
-18% -$97.1K 0.24% 54
2025
Q4 		$540K Buy
18,389
+9,472
+106% +$279K 0.29% 42
2025
Q3 		$265K Buy
8,917
+802
+10% +$23.5K 0.14% 73
2025
Q2 		$238K Buy
8,115
+115
+1% +$3.27K 0.14% 71
2025
Q1 		$231K Buy
8,000
+70
+0.9% +$2.02K 0.18% 57
2024
Q4 		$227K Buy
7,930
+130
+2% +$3.77K 0.14% 68
2024
Q3 		$229K Sell
7,800
-3,708
-32% -$107K 0.14% 67
2024
Q2 		$326K Buy
11,508
+316
+3% +$9.01K 0.2% 55
2024
Q1 		$325K Buy
11,192
+101
+0.9% +$2.91K 0.22% 55
2023
Q4 		$319K Buy
11,091
+195
+2% +$5.38K 0.26% 49
2023
Q3 		$295K Buy
10,896
+86
+0.8% +$2.37K 0.25% 50
2023
Q2 		$300K Buy
10,810
+131
+1% +$3.61K 0.25% 54
2023
Q1 		$299K Buy
10,679
+79
+0.7% +$2.18K 0.27% 54
2022
Q4 		$286K Buy
10,600
+158
+2% +$4.24K 0.36% 44
2022
Q3 		$274K Sell
10,442
-3,041
-23% -$84.1K 0.3% 48
2022
Q2 		$366K Sell
13,483
-7,112
-35% -$202K 0.5% 38
2022
Q1 		$626K Sell
20,595
-31
-0.2% -$964 0.44% 35
2021
Q4 		$680K Buy
20,626
+2,533
+14% +$83.4K 0.42% 32
2021
Q3 		$597K Buy
18,093
+1,049
+6% +$34.7K 0.35% 43
2021
Q2 		$561K Buy
+17,044
New +$550K 0.32% 49

Other funds holding ANGL

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return