Visionary Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Visionary Wealth 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	-11,386	Closed	-$319K	–	463
2023 Q1	$319K	Sell	11,386 -4,778	-30%	-$132K	0.03%	345
2022 Q4	$437K	Sell	16,164 -8,109	-33%	-$218K	0.04%	259
2022 Q3	$637K	Sell	24,273 -757	-3%	-$20.9K	0.07%	197
2022 Q2	$676K	Sell	25,030 -16,104	-39%	-$458K	0.06%	206
2022 Q1	$1.25M	Sell	41,134 -141,177	-77%	-$4.39M	0.1%	162
2021 Q4	$6.01M	Buy	182,311 +15,263	+9%	+$502K	0.49%	52
2021 Q3	$5.52M	Buy	167,048 +1,798	+1%	+$59.5K	0.57%	43
2021 Q2	$5.44M	Sell	165,250 -7,977	-5%	-$257K	0.55%	43
2021 Q1	$5.53M	Sell	173,227 -14,846	-8%	-$476K	0.58%	41
2020 Q4	$6.04M	Buy	188,073 +17,715	+10%	+$548K	0.68%	40
2020 Q3	$5.07M	Buy	170,358 +39,063	+30%	+$1.17M	0.71%	40
2020 Q2	$3.77M	Buy	131,295 +13,039	+11%	+$359K	0.57%	42
2020 Q1	$2.99M	Buy	118,256 +11,035	+10%	+$316K	0.56%	56
2019 Q4	$3.2M	Buy	+107,221	New	+$3.15M	0.57%	50

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

Visionary Wealth Advisors's ANGL Position: Q2 2023 in Review

Visionary Wealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2023, closing a stake of 11,386 shares — an estimated $319K sold.

Visionary Wealth Advisors first reported a position in ANGL in Q4 2019 and held it in 14 quarters. The position peaked at $6.04M in Q4 2020. 312 funds tracked by Wall St. Rank hold ANGL as of Q2 2023.

Visionary Wealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 11,386 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2023, an estimated $319K.
Visionary Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and held it in 14 quarters.
Visionary Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $6.04M in Q4 2020.
312 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2023.

Based on Visionary Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.