Valtinson Bruner Financial Planning’s VanEck BDC Income ETF BIZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $218K | Buy |
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|
2025
Q2 | $237K | Buy |
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|
2025
Q1 | $243K | Buy |
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|
2024
Q4 | $208K | Hold |
|
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|
2024
Q3 | $207K | Hold |
|
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|
2024
Q2 | $214K | Hold |
|
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|
2024
Q1 | $212K | Hold |
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|
2023
Q4 | $201K | Hold |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $192K | Hold |
|
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|
2023
Q1 | $186K | Hold |
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|
2022
Q4 | $188K | Hold |
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|
2022
Q3 | $170K | Hold |
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|
2022
Q2 | $189K | Hold |
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|
2022
Q1 | $222K | Hold |
|
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|
2021
Q4 | $216K | Hold |
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|
2021
Q3 | $220K | Hold |
|
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|
2021
Q2 | $213K | Hold |
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|
2021
Q1 | $208K | Hold |
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|
2020
Q4 | $175K | Hold |
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|
2020
Q3 | $144K | Hold |
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|
2020
Q2 | $155K | Buy |
|
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|
2020
Q1 | $117K | Hold |
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|
2019
Q4 | $196K | Hold |
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|
2019
Q3 | $188K | Hold |
|
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|
2019
Q2 | $194K | Hold |
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|
2019
Q1 | $191K | Sell |
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|
2018
Q4 | $164K | Buy |
|