DWP
Destiny Wealth Partners’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 | $10.2M | Buy |
349,545
+6,545
| +2% | +$192K | 1.38% | 23 |
|
|
2025
Q1 | $9.9M | Sell |
343,000
-88,212
| -20% | -$2.55M | 1.57% | 19 |
|
|
2024
Q4 | $12.4M | Buy |
431,212
+29,480
| +7% | +$845K | 2.02% | 10 |
|
|
2024
Q3 | $11.8M | Buy |
401,732
+20,524
| +5% | +$604K | 2.07% | 11 |
|
|
2024
Q2 | $10.8M | Sell |
381,208
-589
| -0.2% | -$16.7K | 1.94% | 12 |
|
|
2024
Q1 | $11.1M | Buy |
381,797
+18,022
| +5% | +$523K | 1.99% | 14 |
|
|
2023
Q4 | $10.4M | Buy |
363,775
+11,960
| +3% | +$341K | 1.95% | 16 |
|
|
2023
Q3 | $9.52M | Buy |
351,815
+34,996
| +11% | +$947K | 1.92% | 16 |
|
|
2023
Q2 | $8.78M | Buy |
316,819
+27,364
| +9% | +$759K | 1.68% | 17 |
|
|
2023
Q1 | $8.11M | Buy |
289,455
+289,342
| +256,055% | +$8.11M | 1.68% | 18 |
|
|
2022
Q4 | $3.05K | Sell |
113
-5,239
| -98% | -$142K | ﹤0.01% | 603 |
|
|
2022
Q3 | $140K | Sell |
5,352
-261
| -5% | -$6.83K | 0.03% | 204 |
|
|
2022
Q2 | $152K | Sell |
5,613
-755
| -12% | -$20.4K | 0.03% | 206 |
|
|
2022
Q1 | $194K | Sell |
6,368
-330,020
| -98% | -$10.1M | 0.04% | 160 |
|
|
2021
Q4 | $11.1M | Buy |
336,388
+3,333
| +1% | +$110K | 2.14% | 8 |
|
|
2021
Q3 | $11M | Buy |
333,055
+54,086
| +19% | +$1.79M | 2.21% | 8 |
|
|
2021
Q2 | $9.18M | Sell |
278,969
-4,364
| -2% | -$144K | 1.76% | 15 |
|
|
2021
Q1 | $9.05M | Buy |
283,333
+32,827
| +13% | +$1.05M | 1.89% | 11 |
|
|
2020
Q4 | $8.04M | Buy |
+250,506
| New | +$8.04M | 1.68% | 16 |
|