SWA
Sax Wealth 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 | $1.83M | Buy |
112,475
+34,296
| +44% | +$558K | 0.11% | 109 |
|
|
2025
Q1 | $1.31M | Buy |
78,179
+15,365
| +24% | +$258K | 0.09% | 118 |
|
|
2024
Q4 | $1.04M | Buy |
62,814
+2,168
| +4% | +$36.1K | 0.08% | 118 |
|
|
2024
Q3 | $1M | Buy |
60,646
+4,446
| +8% | +$73.6K | 0.09% | 89 |
|
|
2024
Q2 | $962K | Buy |
+56,200
| New | +$962K | 0.09% | 90 |
|