Waverly Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
63,983
-4,763
| -7% | -$139K | 0.02% | 506 |
|
|
2025
Q1 | $1.98M | Sell |
68,746
-16,700
| -20% | -$482K | 0.02% | 480 |
|
|
2024
Q4 | $2.45M | Sell |
85,446
-109,323
| -56% | -$3.13M | 0.04% | 340 |
|
|
2024
Q3 | $5.73M | Buy |
194,769
+3,069
| +2% | +$90.3K | 0.11% | 173 |
|
|
2024
Q2 | $5.43M | Buy |
191,700
+23,307
| +14% | +$660K | 0.11% | 173 |
|
|
2024
Q1 | $4.89M | Buy |
168,393
+157,129
| +1,395% | +$4.56M | 0.12% | 149 |
|
|
2023
Q4 | $324K | Buy |
11,264
+214
| +2% | +$6.16K | 0.01% | 347 |
|
|
2023
Q3 | $299K | Sell |
11,050
-531
| -5% | -$14.4K | 0.01% | 323 |
|
|
2023
Q2 | $322K | Buy |
11,581
+2,892
| +33% | +$80.3K | 0.01% | 293 |
|
|
2023
Q1 | $243K | Hold |
8,689
| – | – | 0.01% | 261 |
|
|
2022
Q4 | $235K | Buy |
+8,689
| New | +$235K | 0.01% | 246 |
|