Steward Partners Investment Advisory’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 | $4.21M | Buy |
143,719
+26,612
| +23% | +$779K | 0.03% | 473 |
|
|
2025
Q1 | $3.38M | Buy |
117,107
+25,059
| +27% | +$723K | 0.03% | 506 |
|
|
2024
Q4 | $2.64M | Buy |
92,048
+3,290
| +4% | +$94.3K | 0.02% | 553 |
|
|
2024
Q3 | $2.61M | Buy |
88,758
+4,054
| +5% | +$119K | 0.02% | 540 |
|
|
2024
Q2 | $2.4M | Buy |
84,704
+1,665
| +2% | +$47.1K | 0.03% | 526 |
|
|
2024
Q1 | $2.41M | Buy |
83,039
+80,363
| +3,003% | +$2.33M | 0.03% | 521 |
|
|
2023
Q4 | $77K | Hold |
2,676
| – | – | ﹤0.01% | 1798 |
|
|
2023
Q3 | $72.4K | Sell |
2,676
-14
| -0.5% | -$379 | ﹤0.01% | 1734 |
|
|
2023
Q2 | $74.7K | Buy |
2,690
+14
| +0.5% | +$389 | ﹤0.01% | 1721 |
|
|
2023
Q1 | $75K | Hold |
2,676
| – | – | ﹤0.01% | 1703 |
|
|
2022
Q4 | $72.3K | Hold |
2,676
| – | – | ﹤0.01% | 1687 |
|
|
2022
Q3 | $70K | Buy |
2,676
+353
| +15% | +$9.23K | ﹤0.01% | 1629 |
|
|
2022
Q2 | $63K | Hold |
2,323
| – | – | ﹤0.01% | 1686 |
|
|
2022
Q1 | $71K | Buy |
2,323
+957
| +70% | +$29.3K | ﹤0.01% | 1740 |
|
|
2021
Q4 | $45K | Buy |
1,366
+456
| +50% | +$15K | ﹤0.01% | 1967 |
|
|
2021
Q3 | $30K | Buy |
+910
| New | +$30K | ﹤0.01% | 2123 |
|
|
2020
Q2 | – | Sell |
-1,450
| Closed | -$36K | – | 2652 |
|
|
2020
Q1 | $36K | Sell |
1,450
-2,650
| -65% | -$65.8K | ﹤0.01% | 1383 |
|
|
2019
Q4 | $122K | Buy |
4,100
+2,450
| +148% | +$72.9K | ﹤0.01% | 1043 |
|
|
2019
Q3 | $48K | Buy |
+1,650
| New | +$48K | ﹤0.01% | 1366 |
|
|
2018
Q4 | – | Sell |
-2,040
| Closed | -$59K | – | 837 |
|
|
2018
Q3 | $59K | Buy |
+2,040
| New | +$59K | ﹤0.01% | 1131 |
|