LWA
Lowe Wealth Advisors’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 | $67.9K | Hold |
2,320
| – | – | 0.03% | 119 |
|
|
2025
Q1 | $67K | Sell |
2,320
-200
| -8% | -$5.77K | 0.03% | 111 |
|
|
2024
Q4 | $72.2K | Buy |
2,520
+1,804
| +252% | +$51.7K | 0.03% | 105 |
|
|
2024
Q3 | $21.1K | Buy |
+716
| New | +$21.1K | 0.01% | 165 |
|
|
2023
Q3 | – | Sell |
-190
| Closed | -$5.28K | – | 307 |
|
|
2023
Q2 | $5.28K | Hold |
190
| – | – | ﹤0.01% | 263 |
|
|
2023
Q1 | $5.32K | Hold |
190
| – | – | ﹤0.01% | 247 |
|
|
2022
Q4 | $5.13K | Hold |
190
| – | – | ﹤0.01% | 257 |
|
|
2022
Q3 | $5K | Hold |
190
| – | – | ﹤0.01% | 234 |
|
|
2022
Q2 | $5K | Sell |
190
-60
| -24% | -$1.58K | ﹤0.01% | 228 |
|
|
2022
Q1 | $8K | Sell |
250
-40,190
| -99% | -$1.29M | ﹤0.01% | 211 |
|
|
2021
Q4 | $1.33M | Sell |
40,440
-1,890
| -4% | -$62.3K | 0.59% | 22 |
|
|
2021
Q3 | $1.4M | Sell |
42,330
-1,950
| -4% | -$64.4K | 0.66% | 17 |
|
|
2021
Q2 | $1.46M | Sell |
44,280
-5,820
| -12% | -$192K | 0.7% | 15 |
|
|
2021
Q1 | $1.6M | Sell |
50,100
-7,235
| -13% | -$231K | 0.8% | 16 |
|
|
2020
Q4 | $1.84M | Buy |
57,335
+13,190
| +30% | +$423K | 0.93% | 14 |
|
|
2020
Q3 | $1.31M | Buy |
44,145
+16,230
| +58% | +$483K | 0.73% | 16 |
|
|
2020
Q2 | $801K | Buy |
+27,915
| New | +$801K | 0.47% | 17 |
|