Spire 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 | $1.55M | Buy |
95,445
+3,195
| +3% | +$52K | 0.06% | 281 |
|
|
2025
Q1 | $1.55M | Buy |
92,250
+10,795
| +13% | +$181K | 0.05% | 309 |
|
|
2024
Q4 | $1.35M | Buy |
81,455
+18,824
| +30% | +$313K | 0.04% | 324 |
|
|
2024
Q3 | $1.04M | Buy |
62,631
+6,033
| +11% | +$99.9K | 0.04% | 370 |
|
|
2024
Q2 | $968K | Buy |
56,598
+18,544
| +49% | +$317K | 0.03% | 347 |
|
|
2024
Q1 | $643K | Hold |
38,054
| – | – | 0.01% | 458 |
|
|
2023
Q4 | $622K | Buy |
38,054
+87
| +0.2% | +$1.42K | 0.02% | 464 |
|
|
2023
Q3 | $609K | Buy |
37,967
+8,331
| +28% | +$134K | 0.02% | 437 |
|
|
2023
Q2 | $455K | Buy |
29,636
+43
| +0.1% | +$660 | 0.02% | 514 |
|
|
2023
Q1 | $439K | Buy |
29,593
+2,040
| +7% | +$30.3K | 0.02% | 521 |
|
|
2022
Q4 | $390K | Buy |
+27,553
| New | +$390K | 0.02% | 406 |
|
|
2022
Q3 | – | Sell |
-10,782
| Closed | -$163K | – | 2209 |
|
|
2022
Q2 | $163K | Sell |
10,782
-14,643
| -58% | -$221K | 0.01% | 837 |
|
|
2022
Q1 | $508K | Buy |
25,425
+17,212
| +210% | +$344K | 0.01% | 569 |
|
|
2021
Q4 | $141K | Buy |
8,213
+210
| +3% | +$3.61K | ﹤0.01% | 1257 |
|
|
2021
Q3 | $137K | Buy |
+8,003
| New | +$137K | ﹤0.01% | 1072 |
|