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Marshall & Sterling Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$370K Buy
35,015
+21,341
+156% +$225K 0.25% 59
2025
Q1 		$153K Buy
+13,674
New +$153K 0.1% 95