Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-52,751
| Closed | -$1.55M | – | 11 |
|
|
2024
Q3 | $1.55M | Sell |
52,751
-158,748
| -75% | -$4.67M | 0.48% | 50 |
|
|
2024
Q2 | $5.99M | Buy |
211,499
+33,472
| +19% | +$947K | 2% | 15 |
|
|
2024
Q1 | $5.17M | Buy |
178,027
+48,211
| +37% | +$1.4M | 1.86% | 17 |
|
|
2023
Q4 | $3.74M | Buy |
129,816
+15,556
| +14% | +$448K | 1.53% | 24 |
|
|
2023
Q3 | $3.09M | Buy |
114,260
+10,226
| +10% | +$277K | 1.48% | 26 |
|
|
2023
Q2 | $2.89M | Buy |
104,034
+18,294
| +21% | +$508K | 1.34% | 27 |
|
|
2023
Q1 | $2.4M | Buy |
+85,740
| New | +$2.4M | 1.25% | 27 |
|
|
2022
Q4 | – | Sell |
-20,880
| Closed | -$548K | – | 92 |
|
|
2022
Q3 | $548K | Sell |
20,880
-119,379
| -85% | -$3.13M | 0.34% | 51 |
|
|
2022
Q2 | $3.79M | Sell |
140,259
-41,141
| -23% | -$1.11M | 2.6% | 10 |
|
|
2022
Q1 | $5.52M | Buy |
181,400
+2,116
| +1% | +$64.3K | 3.27% | 8 |
|
|
2021
Q4 | $5.91M | Buy |
+179,284
| New | +$5.91M | 3.32% | 7 |
|