Octavia Wealth Advisors, LLC ANGL Holdings History
Octavia Wealth Advisors, LLC's VanEck Vectors Fallen Angel High Yield Bond ETF Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held 145,275.00 shares of VanEck Vectors Fallen Angel High Yield Bond ETF(ANGL), totaling $4.25 Mil. This investment constitutes 0.48% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 0.14% of the outstanding VanEck Vectors Fallen Angel High Yield Bond ETF(ANGL) stock.
The initial trade took place in 2020Q4. And since then Octavia Wealth Advisors, LLC has made 16 purchases of ANGL, at an average price of $30.33, for a total of 487,635.00 shares. In addition, there have been 3 sales at an average price of $28.38 for 342,360.00 shares. Based on historical transaction data and ANGL's current price of $29.07, Octavia Wealth Advisors, LLC's estimated gain on his ANGL holdings is $-853,477.64, reflecting a -5.77% gain to date.
Octavia Wealth Advisors, LLC ANGL ($29.07) Holding Chart
Octavia Wealth Advisors, LLC ANGL ($29.07) 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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