Goodman Advisory Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Goodman Advisory 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
2023 Q3	–	Sell	-28	Closed	-$778	–	161
2023 Q2	$778	Sell	28 -84	-75%	-$2.31K	﹤0.01%	147
2023 Q1	$3.14K	Sell	112 -4,837	-98%	-$134K	﹤0.01%	132
2022 Q4	$134K	Buy	4,949 +1,702	+52%	+$45.7K	0.08%	55
2022 Q3	$85K	Sell	3,247 -3,646	-53%	-$101K	0.05%	65
2022 Q2	$186K	Sell	6,893 -189,630	-96%	-$5.4M	0.08%	48
2022 Q1	$5.97M	Sell	196,523 -14,033	-7%	-$436K	2.07%	16
2021 Q4	$6.94M	Buy	+210,556	New	+$6.93M	2.34%	13

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Goodman Advisory Group's ANGL Position: Q3 2023 in Review

Goodman Advisory Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2023, closing a stake of 28 shares — an estimated $778 sold.

Goodman Advisory Group first reported a position in ANGL in Q4 2021 and held it in 7 quarters. The position peaked at $6.94M in Q4 2021. 305 funds tracked by Wall St. Rank hold ANGL as of Q3 2023.

Goodman Advisory Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
Goodman Advisory Group sold 28 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2023, an estimated $778.
Goodman Advisory Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and held it in 7 quarters.
Goodman Advisory Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $6.94M in Q4 2021.
305 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2023.

Based on Goodman Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.