Valtinson Bruner Financial Planning’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 | $237K | Buy |
14,528
+25
| +0.2% | +$407 | 0.07% | 132 |
|
|
2025
Q1 | $243K | Buy |
14,503
+1,975
| +16% | +$33.1K | 0.08% | 116 |
|
|
2024
Q4 | $208K | Hold |
12,528
| – | – | 0.07% | 139 |
|
|
2024
Q3 | $207K | Hold |
12,528
| – | – | 0.07% | 133 |
|
|
2024
Q2 | $214K | Hold |
12,528
| – | – | 0.09% | 122 |
|
|
2024
Q1 | $212K | Hold |
12,528
| – | – | 0.09% | 117 |
|
|
2023
Q4 | $201K | Hold |
12,528
| – | – | 0.1% | 111 |
|
|
2023
Q3 | $201K | Hold |
12,528
| – | – | 0.11% | 111 |
|
|
2023
Q2 | $192K | Hold |
12,528
| – | – | 0.1% | 110 |
|
|
2023
Q1 | $186K | Hold |
12,528
| – | – | 0.11% | 111 |
|
|
2022
Q4 | $188K | Hold |
12,528
| – | – | 0.11% | 114 |
|
|
2022
Q3 | $170K | Hold |
12,528
| – | – | 0.1% | 100 |
|
|
2022
Q2 | $189K | Hold |
12,528
| – | – | 0.12% | 96 |
|
|
2022
Q1 | $222K | Hold |
12,528
| – | – | 0.13% | 87 |
|
|
2021
Q4 | $216K | Hold |
12,528
| – | – | 0.12% | 89 |
|
|
2021
Q3 | $220K | Hold |
12,528
| – | – | 0.12% | 86 |
|
|
2021
Q2 | $213K | Hold |
12,528
| – | – | 0.12% | 82 |
|
|
2021
Q1 | $208K | Hold |
12,528
| – | – | 0.12% | 78 |
|
|
2020
Q4 | $175K | Hold |
12,528
| – | – | 0.11% | 75 |
|
|
2020
Q3 | $144K | Hold |
12,528
| – | – | 0.1% | 71 |
|
|
2020
Q2 | $155K | Buy |
12,528
+875
| +8% | +$10.8K | 0.11% | 74 |
|
|
2020
Q1 | $117K | Hold |
11,653
| – | – | 0.09% | 70 |
|
|
2019
Q4 | $196K | Hold |
11,653
| – | – | 0.14% | 73 |
|
|
2019
Q3 | $188K | Hold |
11,653
| – | – | 0.15% | 66 |
|
|
2019
Q2 | $194K | Hold |
11,653
| – | – | 0.16% | 48 |
|
|
2019
Q1 | $191K | Sell |
11,653
-46
| -0.4% | -$754 | 0.17% | 43 |
|
|
2018
Q4 | $164K | Buy |
+11,699
| New | +$164K | 0.17% | 38 |
|