GeoWealth Management’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
Q1 | – | Sell |
-41,101
| Closed | -$436K | – | 1528 |
|
|
2024
Q4 | $436K | Buy |
41,101
+7,409
| +22% | +$78.7K | 0.01% | 502 |
|
|
2024
Q3 | $407K | Sell |
33,692
-4,904
| -13% | -$59.2K | 0.01% | 510 |
|
|
2024
Q2 | $432K | Buy |
38,596
+19,393
| +101% | +$217K | 0.02% | 469 |
|
|
2024
Q1 | $224K | Buy |
19,203
+6,374
| +50% | +$74.5K | 0.01% | 650 |
|
|
2023
Q4 | $152K | Buy |
+12,829
| New | +$152K | 0.01% | 539 |
|