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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.66M	Sell	57,889 -860	-1%	-$25.2K	0.01%	682
2025 Q4	$1.73M	Sell	58,749 -2,213	-4%	-$65.1K	0.01%	623
2025 Q3	$1.81M	Sell	60,962 -3,021	-5%	-$88.5K	0.02%	524
2025 Q2	$1.87M	Sell	63,983 -4,763	-7%	-$135K	0.02%	506
2025 Q1	$1.98M	Sell	68,746 -16,700	-20%	-$483K	0.02%	480
2024 Q4	$2.45M	Sell	85,446 -109,323	-56%	-$3.17M	0.04%	342
2024 Q3	$5.73M	Buy	194,769 +3,069	+2%	+$88.7K	0.11%	173
2024 Q2	$5.43M	Buy	191,700 +23,307	+14%	+$665K	0.11%	173
2024 Q1	$4.89M	Buy	168,393 +157,129	+1,395%	+$4.53M	0.12%	149
2023 Q4	$324K	Buy	11,264 +214	+2%	+$5.9K	0.01%	347
2023 Q3	$299K	Sell	11,050 -531	-5%	-$14.6K	0.01%	324
2023 Q2	$322K	Buy	11,581 +2,892	+33%	+$79.6K	0.01%	293
2023 Q1	$243K	Hold	8,689	–	–	0.01%	261
2022 Q4	$235K	Buy	+8,689	New	+$233K	0.01%	246