VWM
Valley Wealth Managers’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Buy |
28,399
+1,583
| +6% | +$43K | 0.06% | 134 |
|
|
2025
Q1 | $718K | Sell |
26,816
-5,011
| -16% | -$134K | 0.05% | 138 |
|
|
2024
Q4 | $850K | Buy |
31,827
+1,887
| +6% | +$50.4K | 0.06% | 132 |
|
|
2024
Q3 | $819K | Buy |
29,940
+1,092
| +4% | +$29.9K | 0.06% | 135 |
|
|
2024
Q2 | $756K | Sell |
28,848
-97
| -0.3% | -$2.54K | 0.06% | 135 |
|
|
2024
Q1 | $777K | Sell |
28,945
-2,156
| -7% | -$57.9K | 0.06% | 127 |
|
|
2023
Q4 | $821K | Sell |
31,101
-1,088
| -3% | -$28.7K | 0.06% | 126 |
|
|
2023
Q3 | $798K | Buy |
+32,189
| New | +$798K | 0.07% | 130 |
|