Number of Shares
411,103.00
Current Holdings Value*
$12.04 Mil
% of Portfolio
3.93%
Total Estimate Gain
$144,098.60
% of Total Estimate Gain
0.91%

CYPRESS FINANCIAL PLANNING LLC's VanEck Vectors Fallen Angel High Yield Bond ETF Holding Summary

As of 2025-06-30, CYPRESS FINANCIAL PLANNING LLC held 411,103.00 shares of VanEck Vectors Fallen Angel High Yield Bond ETF(ANGL), totaling $12.04 Mil. This investment constitutes 3.93% of their stock portfolio, and CYPRESS FINANCIAL PLANNING LLC now holds 0.41% of the outstanding VanEck Vectors Fallen Angel High Yield Bond ETF(ANGL) stock.

The initial trade took place in 2022Q2. And since then CYPRESS FINANCIAL PLANNING LLC has made 11 purchases of ANGL, at an average price of $28.49, for a total of 553,728.00 shares. In addition, there have been 1 sales at an average price of $27.58 for 142,625.00 shares. Based on historical transaction data and ANGL's current price of $29.16, CYPRESS FINANCIAL PLANNING LLC's estimated gain on his ANGL holdings is $144,098.60, reflecting a 0.91% gain to date.

CYPRESS FINANCIAL PLANNING LLC ANGL ($29.16) Holding Chart

CYPRESS FINANCIAL PLANNING LLC ANGL ($29.16) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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