Marshall Financial Group (Maryland)’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
Q2
$284K Sell
9,789
-893
-8% -$25.9K 0.06% 214
2025
Q1
$308K Sell
10,682
-555
-5% -$16K 0.07% 191
2024
Q4
$322K Buy
11,237
+93
+0.8% +$2.67K 0.08% 175
2024
Q3
$328K Buy
+11,144
New +$328K 0.08% 173
2022
Q1
Sell
-222,134
Closed -$7.32M 205
2021
Q4
$7.32M Buy
222,134
+47,463
+27% +$1.56M 2.7% 5
2021
Q3
$5.77M Buy
174,671
+15,322
+10% +$506K 2.99% 5
2021
Q2
$5.24M Buy
159,349
+11,148
+8% +$367K 2.83% 4
2021
Q1
$4.73M Buy
148,201
+2,958
+2% +$94.4K 2.83% 4
2020
Q4
$4.66M Buy
+145,243
New +$4.66M 3.04% 4