McKinley Carter Wealth Services’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 | $538K | Sell |
18,365
-503
| -3% | -$14.7K | 0.03% | 207 |
|
|
2025
Q1 | $545K | Sell |
18,868
-3,188
| -14% | -$92K | 0.03% | 199 |
|
|
2024
Q4 | $632K | Buy |
22,056
+415
| +2% | +$11.9K | 0.04% | 183 |
|
|
2024
Q3 | $636K | Hold |
21,641
| – | – | 0.04% | 192 |
|
|
2024
Q2 | $612K | Sell |
21,641
-1,383
| -6% | -$39.1K | 0.04% | 191 |
|
|
2024
Q1 | $668K | Sell |
23,024
-2,474
| -10% | -$71.8K | 0.04% | 185 |
|
|
2023
Q4 | $734K | Buy |
25,498
+617
| +2% | +$17.8K | 0.05% | 168 |
|
|
2023
Q3 | $673K | Sell |
24,881
-2,894
| -10% | -$78.3K | 0.05% | 174 |
|
|
2023
Q2 | $771K | Sell |
27,775
-2,905
| -9% | -$80.7K | 0.06% | 170 |
|
|
2023
Q1 | $860K | Sell |
30,680
-1,305
| -4% | -$36.6K | 0.07% | 157 |
|
|
2022
Q4 | $864K | Sell |
31,985
-7,526
| -19% | -$203K | 0.07% | 151 |
|
|
2022
Q3 | $1.04M | Sell |
39,511
-17,175
| -30% | -$450K | 0.1% | 131 |
|
|
2022
Q2 | $1.53M | Sell |
56,686
-5,812
| -9% | -$157K | 0.14% | 109 |
|
|
2022
Q1 | $1.9M | Sell |
62,498
-5,489
| -8% | -$167K | 0.15% | 104 |
|
|
2021
Q4 | $2.24M | Sell |
67,987
-20,006
| -23% | -$660K | 0.17% | 101 |
|
|
2021
Q3 | $2.91M | Sell |
87,993
-4,217
| -5% | -$139K | 0.24% | 85 |
|
|
2021
Q2 | $3.03M | Sell |
92,210
-890
| -1% | -$29.3K | 0.25% | 83 |
|
|
2021
Q1 | $2.97M | Sell |
93,100
-225
| -0.2% | -$7.19K | 0.25% | 88 |
|
|
2020
Q4 | $3M | Buy |
+93,325
| New | +$3M | 0.39% | 72 |
|