AWAG
ARS Wealth Advisors Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,409
| Closed | -$116K | – | 190 |
|
|
2025
Q1 | $116K | Sell |
10,409
-5,500
| -35% | -$61.4K | 0.02% | 157 |
|
|
2024
Q4 | $169K | Sell |
15,909
-2,246
| -12% | -$23.9K | 0.02% | 157 |
|
|
2024
Q3 | $219K | Buy |
18,155
+80
| +0.4% | +$966 | 0.03% | 162 |
|
|
2024
Q2 | $202K | Sell |
18,075
-2,500
| -12% | -$28K | 0.03% | 162 |
|
|
2024
Q1 | $241K | Buy |
20,575
+6,225
| +43% | +$72.8K | 0.03% | 144 |
|
|
2023
Q4 | $170K | Buy |
+14,350
| New | +$170K | 0.03% | 150 |
|