Independent Financial Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $231K | Sell |
|
|||||
|
2025
Q3 | $349K | Sell |
|
|||||
|
2025
Q2 | $797K | Sell |
|
|||||
|
2025
Q1 | $1.69M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $1.53M | Buy |
|
|||||
|
2021
Q3 | $1.57M | Buy |
|
|||||
|
2021
Q2 | $1.56M | Buy |
|
|||||
|
2021
Q1 | $1.41M | Buy |
|
|||||
|
2020
Q4 | $894K | Buy |
|
|||||
|
2020
Q3 | $674K | Buy |
|
|||||
|
2020
Q2 | $315K | Buy |
|