Mosaic Family Wealth Partners’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 | $4.71M | Buy |
160,960
+7,487
| +5% | +$219K | 0.6% | 22 |
|
|
2025
Q1 | $4.43M | Sell |
153,473
-3,588
| -2% | -$104K | 0.63% | 20 |
|
|
2024
Q4 | $4.5M | Buy |
157,061
+5,932
| +4% | +$170K | 0.65% | 23 |
|
|
2024
Q3 | $4.44M | Buy |
151,129
+6,707
| +5% | +$197K | 0.66% | 22 |
|
|
2024
Q2 | $4.09M | Buy |
144,422
+4,454
| +3% | +$126K | 0.66% | 24 |
|
|
2024
Q1 | $4.06M | Buy |
139,968
+1,475
| +1% | +$42.8K | 0.67% | 23 |
|
|
2023
Q4 | $3.99M | Buy |
138,493
+5,187
| +4% | +$149K | 0.69% | 25 |
|
|
2023
Q3 | $3.61M | Buy |
133,306
+4,414
| +3% | +$119K | 0.72% | 22 |
|
|
2023
Q2 | $3.58M | Buy |
128,892
+2,407
| +2% | +$66.8K | 0.7% | 22 |
|
|
2023
Q1 | $3.54M | Buy |
126,485
+22,127
| +21% | +$620K | 0.74% | 21 |
|
|
2022
Q4 | $2.82M | Buy |
+104,358
| New | +$2.82M | 0.8% | 22 |
|