Plante Moran Financial Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Plante Moran Financial Advisors’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
2023 Q2	–	Sell	-900	Closed	-$25.2K	–	790
2023 Q1	$25.2K	Buy	900 +227	+34%	+$6.26K	﹤0.01%	404
2022 Q4	$18.2K	Buy	+673	New	+$18.1K	﹤0.01%	483

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

DMBA

Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Plante Moran Financial Advisors's ANGL Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2023, closing a stake of 900 shares — an estimated $25.2K sold.

Plante Moran Financial Advisors first reported a position in ANGL in Q4 2022 and held it in 2 quarters. The position peaked at $25.2K in Q1 2023. 312 funds tracked by Wall St. Rank hold ANGL as of Q2 2023.

Plante Moran Financial Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 900 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2023, an estimated $25.2K.
Plante Moran Financial Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and held it in 2 quarters.
Plante Moran Financial Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $25.2K in Q1 2023.
312 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.