SUMMIT WEALTH & RETIREMENT PLANNING, INC. – VanEck Fallen Angel High Yield Bond ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$1.94M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-2.92%
quarter
VanEck Fallen Angel High Yield Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -58K | $26.23 | 74.28K | |
| Q2 2022 | share | Increase | +0.33% | 245 shares | -244K | $27.02 | 74.28K |
| Q1 2022 | share | Increase | +7.32% | 5.05K shares | -24K | $30.4 | 74.04K |
| Q4 2021 | share | Decrease | -1.07% | -744 shares | -30K | $32.94 | 68.99K |
| Q3 2021 | share | Decrease | -6.97% | -5.22K shares | -161K | $32.75 | 69.73K |
| Q2 2021 | share | Increase | +8.26% | 5.71K shares | 255K | $32.29 | 74.96K |
| Q1 2021 | share | Increase | +5.45% | 3.57K shares | 103K | $31.01 | 69.24K |
| Q4 2020 | share | Increase | 0.00% | 65.67K shares | 2.10M | $30.95 | 65.67K |