Arkadios Wealth Advisors’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 | $3.58M | Buy |
220,148
+23,491
| +12% | +$382K | 0.11% | 208 |
|
|
2025
Q1 | $3.3M | Buy |
196,657
+17,467
| +10% | +$293K | 0.12% | 192 |
|
|
2024
Q4 | $2.98M | Sell |
179,190
-2,183
| -1% | -$36.3K | 0.16% | 131 |
|
|
2024
Q3 | $3M | Buy |
181,373
+968
| +0.5% | +$16K | 0.17% | 125 |
|
|
2024
Q2 | $3.09M | Buy |
180,405
+162,105
| +886% | +$2.77M | 0.21% | 98 |
|
|
2024
Q1 | $309K | Buy |
18,300
+2,250
| +14% | +$38K | 0.02% | 527 |
|
|
2023
Q4 | $257K | Buy |
16,050
+1,550
| +11% | +$24.9K | 0.02% | 573 |
|
|
2023
Q3 | $232K | Buy |
14,500
+611
| +4% | +$9.79K | 0.02% | 575 |
|
|
2023
Q2 | $213K | Sell |
13,889
-923
| -6% | -$14.2K | 0.02% | 563 |
|
|
2023
Q1 | $220K | Sell |
14,812
-680
| -4% | -$10.1K | 0.03% | 543 |
|
|
2022
Q4 | $219K | Sell |
15,492
-3,779
| -20% | -$53.5K | 0.03% | 503 |
|
|
2022
Q3 | $262K | Buy |
19,271
+3,466
| +22% | +$47.1K | 0.04% | 414 |
|
|
2022
Q2 | $239K | Sell |
15,805
-3,157
| -17% | -$47.7K | 0.04% | 462 |
|
|
2022
Q1 | $340K | Buy |
+18,962
| New | +$340K | 0.04% | 393 |
|
|
2021
Q4 | – | Sell |
-6,469
| Closed | -$110K | – | 703 |
|
|
2021
Q3 | $110K | Buy |
6,469
+2,519
| +64% | +$42.8K | 0.02% | 663 |
|
|
2021
Q2 | $67K | Sell |
3,950
-400
| -9% | -$6.79K | 0.01% | 835 |
|
|
2021
Q1 | $70K | Hold |
4,350
| – | – | 0.01% | 606 |
|
|
2020
Q4 | $59K | Sell |
4,350
-400
| -8% | -$5.43K | 0.01% | 517 |
|
|
2020
Q3 | $56.3K | Sell |
4,750
-400
| -8% | -$4.74K | 0.03% | 386 |
|
|
2020
Q2 | $58.7K | Buy |
5,150
+4,500
| +692% | +$51.3K | 0.03% | 348 |
|
|
2020
Q1 | $6.07K | Sell |
650
-1,700
| -72% | -$15.9K | ﹤0.01% | 745 |
|
|
2019
Q4 | $40.2K | Buy |
+2,350
| New | +$40.2K | 0.02% | 341 |
|