EWM
Endowment Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
25,201
+2,467
| +11% | +$40.2K | 0.21% | 88 |
|
|
2025
Q1 | $381K | Sell |
22,734
-321
| -1% | -$5.38K | 0.25% | 80 |
|
|
2024
Q4 | $383K | Buy |
23,055
+1,090
| +5% | +$18.1K | 0.26% | 78 |
|
|
2024
Q3 | $364K | Sell |
21,965
-1,491
| -6% | -$24.7K | 0.24% | 83 |
|
|
2024
Q2 | $401K | Sell |
23,456
-551
| -2% | -$9.43K | 0.29% | 71 |
|
|
2024
Q1 | $406K | Sell |
24,007
-1,171
| -5% | -$19.8K | 0.3% | 72 |
|
|
2023
Q4 | $404K | Sell |
25,178
-4,334
| -15% | -$69.5K | 0.34% | 68 |
|
|
2023
Q3 | $473K | Sell |
29,512
-2,172
| -7% | -$34.8K | 0.42% | 62 |
|
|
2023
Q2 | $487K | Buy |
31,684
+1,493
| +5% | +$22.9K | 0.45% | 60 |
|
|
2023
Q1 | $448K | Sell |
30,191
-308
| -1% | -$4.57K | 0.45% | 61 |
|
|
2022
Q4 | $432K | Buy |
30,499
+53
| +0.2% | +$750 | 0.48% | 53 |
|
|
2022
Q3 | $413K | Buy |
30,446
+360
| +1% | +$4.88K | 0.5% | 55 |
|
|
2022
Q2 | $454K | Buy |
30,086
+955
| +3% | +$14.4K | 0.55% | 50 |
|
|
2022
Q1 | $522K | Buy |
29,131
+784
| +3% | +$14K | 0.55% | 46 |
|
|
2021
Q4 | $488K | Buy |
+28,347
| New | +$488K | 0.49% | 43 |
|