Ownership history in Plan Group Financial, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Plan Group Financial, LLC reported a position in VANECK ETF TRUST (ANGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 185,888 | +39,827 | +27.3% | 1.42% | $5.5M | $29.07 |
| 2025 Q3 | ADDED | 146,061 | +57,369 | +64.7% | 1.17% | $4.3M | $28.82 |
| 2025 Q2 | ADDED | 88,692 | +49,369 | +125.5% | 0.85% | $2.6M | $27.95 |
| 2025 Q1 | ADDED | 39,323 | +32,484 | +475.0% | 0.41% | $1.1M | $27.10 |
| 2024 Q3 | REDUCED | 6,839 | -314 | -4.4% | 0.11% | $201K | $26.78 |
| 2024 Q2 | INITIATED | 7,153 | — | — | 0.12% | $202K | — |
As of 2025 Q4 — sorted by position size