Arete Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
203,761
+12,301
| +6% | +$130K | 0.15% | 130 |
|
|
2025
Q1 | $2.14M | Buy |
191,460
+1,714
| +0.9% | +$19.1K | 0.16% | 131 |
|
|
2024
Q4 | $2.01M | Buy |
189,746
+3,822
| +2% | +$40.6K | 0.15% | 141 |
|
|
2024
Q3 | $2.24M | Buy |
185,924
+17,747
| +11% | +$214K | 0.19% | 112 |
|
|
2024
Q2 | $1.87M | Buy |
168,177
+4,133
| +3% | +$46.1K | 0.15% | 132 |
|
|
2024
Q1 | $1.92M | Buy |
164,044
+954
| +0.6% | +$11.2K | 0.18% | 135 |
|
|
2023
Q4 | $1.93M | Buy |
+163,090
| New | +$1.93M | 0.15% | 142 |
|