Stonebridge Financial Planning Group’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 | $1.96M | Buy |
120,356
+22,601
| +23% | +$368K | 0.82% | 38 |
|
|
2025
Q1 | $1.64M | Buy |
97,755
+37,422
| +62% | +$627K | 0.75% | 42 |
|
|
2024
Q4 | $1M | Buy |
60,333
+16,794
| +39% | +$279K | 0.45% | 64 |
|
|
2024
Q3 | $721K | Buy |
43,539
+13,785
| +46% | +$228K | 0.34% | 82 |
|
|
2024
Q2 | $509K | Buy |
29,754
+15,760
| +113% | +$270K | 0.26% | 101 |
|
|
2024
Q1 | $236K | Buy |
13,994
+3,610
| +35% | +$61K | 0.13% | 142 |
|
|
2023
Q4 | $167K | Buy |
+10,384
| New | +$167K | 0.1% | 148 |
|