CAPTRUST Financial Advisors’s VanEck BDC Income ETF BIZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+14,529
| New | +$237K | ﹤0.01% | 2195 |
|
|
2017
Q1 | – | Sell |
-1,025
| Closed | -$18K | – | 98 |
|
|
2016
Q4 | $18K | Buy |
+1,025
| New | +$18K | ﹤0.01% | 135 |
|
|
2016
Q3 | – | Sell |
-1,000
| Closed | -$17K | – | 100 |
|
|
2016
Q2 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 56 |
|
|
2016
Q1 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 158 |
|
|
2015
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 164 |
|
|
2015
Q3 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 143 |
|
|
2015
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 127 |
|
|
2015
Q1 | $18.7K | Buy |
1,000
+300
| +43% | +$5.61K | ﹤0.01% | 127 |
|
|
2014
Q4 | $13K | Buy |
+700
| New | +$13K | ﹤0.01% | 124 |
|