H&H Retirement Design & 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
Q2 | $1.14M | Buy |
109,454
+14,507
| +15% | +$151K | 0.63% | 37 |
|
|
2025
Q1 | $895K | Buy |
94,947
+472
| +0.5% | +$4.45K | 0.6% | 35 |
|
|
2024
Q4 | $1.09M | Buy |
94,475
+5,174
| +6% | +$59.6K | 0.66% | 34 |
|
|
2024
Q3 | $1.03M | Buy |
89,301
+6,066
| +7% | +$69.9K | 0.61% | 41 |
|
|
2024
Q2 | $988K | Buy |
83,235
+1,953
| +2% | +$23.2K | 0.61% | 41 |
|
|
2024
Q1 | $874K | Sell |
81,282
-7,200
| -8% | -$77.4K | 0.58% | 38 |
|
|
2023
Q4 | $956K | Buy |
+88,482
| New | +$956K | 0.6% | 34 |
|