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Mascoma Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Mascoma Wealth Management’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
2022
Q2 		– Sell
-285
Closed -$9K – 602
2022
Q1 		$9K Hold
285
– – ﹤0.01% 447
2021
Q4 		$9K Buy
+285
New +$9.38K ﹤0.01% 411

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Charles Schwab
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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Mascoma Wealth Management's ANGL Position: Q2 2022 in Review

Mascoma Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2022, closing a stake of 285 shares — an estimated $9K sold.

Mascoma Wealth Management first reported a position in ANGL in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 306 funds tracked by Wall St. Rank hold ANGL as of Q2 2022.

  • Mascoma Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 285 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2022, an estimated $9K.
  • Mascoma Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $9K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2022.

Based on Mascoma Wealth Management's 13F filing for Q2 2022, filed 14 Jul 2022.