West Oak Capital’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 | $236 | Hold |
1,450
| – | – | 0.01% | 203 |
|
|
2025
Q1 | $243 | Hold |
1,450
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $241K | Hold |
1,450
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $240 | Hold |
1,450
| – | – | ﹤0.01% | 207 |
|
|
2024
Q2 | $24.8K | Hold |
1,450
| – | – | 0.01% | 208 |
|
|
2024
Q1 | $25K | Hold |
1,450
| – | – | 0.01% | 198 |
|
|
2023
Q4 | $24K | Hold |
1,450
| – | – | 0.01% | 201 |
|
|
2023
Q3 | $23K | Hold |
1,450
| – | – | 0.01% | 198 |
|
|
2023
Q2 | $22.3K | Hold |
1,450
| – | – | 0.01% | 200 |
|
|
2023
Q1 | $21.5K | Buy |
+1,450
| New | +$21.5K | 0.01% | 197 |
|
|
2022
Q4 | – | Sell |
-1,450
| Closed | -$20K | – | 288 |
|
|
2022
Q3 | $20K | Hold |
1,450
| – | – | 0.01% | 199 |
|
|
2022
Q2 | $22K | Hold |
1,450
| – | – | 0.01% | 200 |
|
|
2022
Q1 | $26K | Hold |
1,450
| – | – | 0.01% | 207 |
|
|
2021
Q4 | $25K | Sell |
1,450
-500
| -26% | -$8.62K | 0.01% | 218 |
|
|
2021
Q3 | $33K | Hold |
1,950
| – | – | 0.01% | 210 |
|
|
2021
Q2 | $33K | Sell |
1,950
-500
| -20% | -$8.46K | 0.01% | 209 |
|
|
2021
Q1 | $40K | Hold |
2,450
| – | – | 0.02% | 190 |
|
|
2020
Q4 | $34K | Hold |
2,450
| – | – | 0.02% | 198 |
|
|
2020
Q3 | $30K | Hold |
2,450
| – | – | 0.02% | 180 |
|
|
2020
Q2 | $30K | Buy |
2,450
+1,000
| +69% | +$12.2K | 0.02% | 188 |
|
|
2020
Q1 | $14K | Sell |
1,450
-3,700
| -72% | -$35.7K | 0.01% | 208 |
|
|
2019
Q4 | $86K | Sell |
5,150
-500
| -9% | -$8.35K | 0.05% | 150 |
|
|
2019
Q3 | $95K | Buy |
5,650
+1,000
| +22% | +$16.8K | 0.06% | 146 |
|
|
2019
Q2 | $77K | Buy |
4,650
+2,650
| +133% | +$43.9K | 0.05% | 158 |
|
|
2019
Q1 | $33K | Buy |
2,000
+1,000
| +100% | +$16.5K | 0.02% | 190 |
|
|
2018
Q4 | $14K | Hold |
1,000
| – | – | 0.01% | 226 |
|
|
2018
Q3 | $17.1K | Buy |
+1,000
| New | +$17.1K | 0.01% | 238 |
|