AE Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51K | Sell |
3,135
-422
| -12% | -$6.87K | ﹤0.01% | 1601 |
|
|
2025
Q1 | $59.6K | Buy |
3,557
+1,602
| +82% | +$26.9K | ﹤0.01% | 1550 |
|
|
2024
Q4 | $32.5K | Buy |
+1,955
| New | +$32.5K | ﹤0.01% | 1634 |
|
|
2024
Q1 | – | Sell |
-13,350
| Closed | -$221K | – | 1229 |
|
|
2023
Q4 | $221K | Buy |
+13,350
| New | +$221K | ﹤0.01% | 1845 |
|
|
2020
Q1 | – | Sell |
-27,939
| Closed | -$468K | – | 1113 |
|
|
2019
Q4 | $468K | Sell |
27,939
-15,792
| -36% | -$265K | 0.01% | 752 |
|
|
2019
Q3 | $737K | Sell |
43,731
-4,585
| -9% | -$77.3K | 0.02% | 516 |
|
|
2019
Q2 | $803K | Buy |
+48,316
| New | +$803K | 0.02% | 460 |
|