Mark Sheptoff Financial Planning’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.1K	Sell	300 -400	-57%	-$36K	0.02%	221
2025 Q4	$51.7K	Hold	700	–	–	0.02%	194
2025 Q3	$46.1K	Hold	700	–	–	0.02%	196
2025 Q2	$28.4K	Hold	700	–	–	0.02%	234
2025 Q1	$27.7K	Hold	700	–	–	0.02%	216
2024 Q4	$27.3K	Hold	700	–	–	0.01%	230
2024 Q3	$32.3K	Hold	700	–	–	0.02%	204
2024 Q2	$29.8K	Hold	700	–	–	0.02%	224
2024 Q1	$36K	Hold	700	–	–	0.02%	192
2023 Q4	$43.1K	Sell	700 -13,230	-95%	-$781K	0.03%	173
2023 Q3	$924K	Sell	13,930 -2,050	-13%	-$156K	0.59%	29
2023 Q2	$1.33M	Buy	15,980 +480	+3%	+$39.4K	0.76%	27
2023 Q1	$1.26M	Hold	15,500	–	–	0.73%	29
2022 Q4	$1.18M	Hold	15,500	–	–	0.69%	30
2022 Q3	$1.29M	Buy	15,500 +2,100	+16%	+$194K	0.79%	26
2022 Q2	$1.16M	Hold	13,400	–	–	0.67%	35
2022 Q1	$1.58M	Hold	13,400	–	–	0.8%	25
2021 Q4	$1.5M	Buy	13,400 +100	+0.8%	+$11.4K	0.72%	30
2021 Q3	$1.37M	Buy	13,300 +900	+7%	+$95.6K	0.76%	26
2021 Q2	$1.05M	Buy	12,400 +400	+3%	+$32.4K	0.56%	32
2021 Q1	$900K	Buy	12,000 +500	+4%	+$39.7K	0.52%	40
2020 Q4	$757K	Buy	11,500 +100	+0.9%	+$4.98K	0.43%	48
2020 Q3	$430K	Buy	+11,400	New	+$460K	0.26%	58

Other funds holding REMX