DWM
Drive Wealth Management’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 | $3.64M | Buy |
344,425
+27,823
| +9% | +$294K | 0.8% | 25 |
|
|
2025
Q1 | $3.54M | Buy |
316,602
+20,752
| +7% | +$232K | 0.83% | 25 |
|
|
2024
Q4 | $3.14M | Buy |
295,850
+22,829
| +8% | +$242K | 0.77% | 26 |
|
|
2024
Q3 | $3.3M | Buy |
273,021
+106,518
| +64% | +$1.29M | 0.86% | 21 |
|
|
2024
Q2 | $1.86M | Buy |
166,503
+37,910
| +29% | +$424K | 0.5% | 36 |
|
|
2024
Q1 | $1.5M | Buy |
+128,593
| New | +$1.5M | 0.42% | 43 |
|