Lokken Investment Group’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 |
-8,332
| Closed | -$239K | – | 135 |
|
|
2024
Q4 | $239K | Sell |
8,332
-16,711
| -67% | -$479K | 0.1% | 117 |
|
|
2024
Q3 | $737K | Sell |
25,043
-3,413
| -12% | -$100K | 0.31% | 73 |
|
|
2024
Q2 | $805K | Sell |
28,456
-5,502
| -16% | -$156K | 0.38% | 69 |
|
|
2024
Q1 | $985K | Buy |
33,958
+7,706
| +29% | +$224K | 0.49% | 53 |
|
|
2023
Q4 | $756K | Buy |
26,252
+6,038
| +30% | +$174K | 0.43% | 62 |
|
|
2023
Q3 | $547K | Sell |
20,214
-3,870
| -16% | -$105K | 0.36% | 67 |
|
|
2023
Q2 | $669K | Buy |
24,084
+8,028
| +50% | +$223K | 0.44% | 57 |
|
|
2023
Q1 | $450K | Buy |
+16,056
| New | +$450K | 0.34% | 70 |
|
|
2022
Q2 | – | Sell |
-139,588
| Closed | -$4M | – | 116 |
|
|
2022
Q1 | $4M | Buy |
139,588
+81,535
| +140% | +$2.34M | 3.17% | 7 |
|
|
2021
Q4 | $1.91M | Buy |
58,053
+205
| +0.4% | +$6.76K | 1.37% | 19 |
|
|
2021
Q3 | $1.91M | Buy |
57,848
+7,673
| +15% | +$254K | 1.52% | 17 |
|
|
2021
Q2 | $1.65M | Buy |
50,175
+2,375
| +5% | +$78.1K | 1.34% | 20 |
|
|
2021
Q1 | $1.53M | Buy |
+47,800
| New | +$1.53M | 1.35% | 20 |
|