Octavia Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
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|
2025
Q1 | $9.94M | Buy |
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|
2024
Q4 | $8.98M | Buy |
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|
2024
Q3 | $8.72M | Buy |
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|
2024
Q2 | $7.4M | Buy |
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|
2024
Q1 | $7.41M | Sell |
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|
2023
Q4 | $7.37M | Buy |
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|
2023
Q3 | $6.87M | Buy |
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|
2023
Q2 | $6.92M | Buy |
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|
2023
Q1 | $6.73M | Buy |
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|
2022
Q4 | $5M | Buy |
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|
2022
Q3 | $4.5M | Buy |
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|
2022
Q2 | $4.56M | Sell |
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|
2022
Q1 | $9.51M | Buy |
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|
2021
Q4 | $9.89M | Buy |
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|
2021
Q3 | $8.3M | Buy |
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|
2021
Q2 | $6.09M | Buy |
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|
2021
Q1 | $5.09M | Buy |
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|
2020
Q4 | $3.53M | Buy |
|