SSWM
Sheets Smith Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Sell |
31,001
-1,775
| -5% | -$52K | 0.11% | 182 |
|
|
2025
Q1 | $946K | Sell |
32,776
-11,943
| -27% | -$345K | 0.12% | 166 |
|
|
2024
Q4 | $1.28M | Sell |
44,719
-1,016
| -2% | -$29.1K | 0.16% | 130 |
|
|
2024
Q3 | $1.35M | Sell |
45,735
-2,094
| -4% | -$61.6K | 0.16% | 126 |
|
|
2024
Q2 | $1.35M | Buy |
47,829
+2,665
| +6% | +$75.4K | 0.16% | 133 |
|
|
2024
Q1 | $1.31M | Sell |
45,164
-7,837
| -15% | -$227K | 0.15% | 140 |
|
|
2023
Q4 | $1.53M | Buy |
53,001
+2,847
| +6% | +$81.9K | 0.22% | 104 |
|
|
2023
Q3 | $1.36M | Buy |
50,154
+1,623
| +3% | +$43.9K | 0.21% | 107 |
|
|
2023
Q2 | $1.35M | Sell |
48,531
-740
| -2% | -$20.6K | 0.2% | 110 |
|
|
2023
Q1 | $1.38M | Buy |
49,271
+761
| +2% | +$21.3K | 0.21% | 106 |
|
|
2022
Q4 | $1.31M | Sell |
48,510
-48,837
| -50% | -$1.32M | 0.21% | 106 |
|
|
2022
Q3 | $2.55M | Sell |
97,347
-5,102
| -5% | -$134K | 0.43% | 62 |
|
|
2022
Q2 | $2.77M | Sell |
102,449
-17,742
| -15% | -$479K | 0.46% | 56 |
|
|
2022
Q1 | $3.65M | Buy |
120,191
+6,207
| +5% | +$189K | 0.5% | 52 |
|
|
2021
Q4 | $3.76M | Buy |
113,984
+59,767
| +110% | +$1.97M | 0.47% | 55 |
|
|
2021
Q3 | $1.79M | Hold |
54,217
| – | – | 0.24% | 106 |
|
|
2021
Q2 | $1.78M | Buy |
+54,217
| New | +$1.78M | 0.24% | 103 |
|