Peak Financial Advisors’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 | $8.03M | Sell |
274,231
-45,204
| -14% | -$1.32M | 4.11% | 5 |
|
2025
Q1 | $9.22M | Buy |
319,435
+34,932
| +12% | +$1.01M | 4.69% | 5 |
|
2024
Q4 | $8.16M | Buy |
284,503
+84,311
| +42% | +$2.42M | 4.24% | 7 |
|
2024
Q3 | $5.89M | Buy |
+200,192
| New | +$5.89M | 3.03% | 8 |
|
2022
Q2 | – | Sell |
-8,488
| Closed | -$258K | – | 66 |
|
2022
Q1 | $258K | Buy |
+8,488
| New | +$258K | 0.22% | 69 |
|
2021
Q2 | – | Sell |
-200,559
| Closed | -$6.4M | – | 72 |
|
2021
Q1 | $6.4M | Buy |
200,559
+30,373
| +18% | +$970K | 5.4% | 5 |
|
2020
Q4 | $5.46M | Buy |
+170,186
| New | +$5.46M | 4.71% | 5 |
|