VisionPoint Advisory Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

VisionPoint Advisory Group’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
2024 Q3	–	Sell	-354	Closed	-$10K	–	265
2024 Q2	$10K	Sell	354 -47,438	-99%	-$1.35M	﹤0.01%	498
2024 Q1	$1.39M	Buy	47,792 +17,390	+57%	+$501K	0.5%	53
2023 Q4	$875K	Buy	+30,402	New	+$838K	0.32%	71
2023 Q3	–	Sell	-70,974	Closed	-$1.97M	–	703
2023 Q2	$1.97M	Buy	+70,974	New	+$1.95M	0.81%	37

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

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

CIA

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

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

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

VisionPoint Advisory Group's ANGL Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2024, closing a stake of 354 shares — an estimated $10K sold.

VisionPoint Advisory Group first reported a position in ANGL in Q2 2023 and held it in 4 quarters. The position peaked at $1.97M in Q2 2023. 343 funds tracked by Wall St. Rank hold ANGL as of Q3 2024.

VisionPoint Advisory Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 354 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2024, an estimated $10K.
VisionPoint Advisory Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2023 and held it in 4 quarters.
VisionPoint Advisory Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.97M in Q2 2023.
343 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.