VitalStone Financial’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

VitalStone Financial’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	$19.4K	Sell	660 -210	-24%	-$6.07K	0.01%	228
2024 Q2	$24.6K	Buy	870 +21	+2%	+$599	0.02%	206
2024 Q1	$25K	Sell	849 -84	-9%	-$2.42K	0.02%	212
2023 Q4	$27K	Sell	933 -33	-3%	-$910	0.02%	200
2023 Q3	$26K	Buy	+966	New	+$26.6K	0.02%	176
2023 Q2	–	Sell	-81,159	Closed	-$2.67M	–	911
2023 Q1	$2.67M	Buy	+81,159	New	+$2.24M	2.2%	9

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

VitalStone Financial's ANGL Position: Q3 2024 in Review

VitalStone Financial reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 24% in Q3 2024, selling an estimated $6.07K and leaving 660 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #228.

VitalStone Financial first reported a position in ANGL in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.67M in Q1 2023. 344 funds tracked by Wall St. Rank hold ANGL as of Q3 2024.

VitalStone Financial held 660 shares of VanEck Fallen Angel High Yield Bond ETF worth $19.4K as of Q3 2024.
VitalStone Financial sold 210 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2024, an estimated $6.07K.
VanEck Fallen Angel High Yield Bond ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #228 holding.
VitalStone Financial first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2023 and has held it in 6 quarters since.
VitalStone Financial's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.67M in Q1 2023.
344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.