Northwestern Mutual Wealth 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 | $263K | Sell |
24,942
-1,423
| -5% | -$15K | ﹤0.01% | 1622 |
|
|
2025
Q1 | $294K | Hold |
26,365
| – | – | ﹤0.01% | 1511 |
|
|
2024
Q4 | $280K | Buy |
26,365
+23,848
| +947% | +$253K | ﹤0.01% | 1518 |
|
|
2024
Q3 | $30.4K | Hold |
2,517
| – | – | ﹤0.01% | 2331 |
|
|
2024
Q2 | $28.2K | Buy |
+2,517
| New | +$28.2K | ﹤0.01% | 2290 |
|
|
2023
Q4 | – | Sell |
-407
| Closed | -$4.63K | – | 3600 |
|
|
2023
Q3 | $4.63K | Buy |
+407
| New | +$4.63K | ﹤0.01% | 2775 |
|
|
2022
Q2 | – | Sell |
-312
| Closed | -$5K | – | 3362 |
|
|
2022
Q1 | $5K | Sell |
312
-41,983
| -99% | -$673K | ﹤0.01% | 2741 |
|
|
2021
Q4 | $760K | Sell |
42,295
-7,968
| -16% | -$143K | ﹤0.01% | 919 |
|
|
2021
Q3 | $956K | Buy |
50,263
+13,527
| +37% | +$257K | ﹤0.01% | 779 |
|
|
2021
Q2 | $729K | Buy |
+36,736
| New | +$729K | ﹤0.01% | 857 |
|
|
2020
Q4 | – | Sell |
-599
| Closed | -$8K | – | 2803 |
|
|
2020
Q3 | $8K | Buy |
599
+44
| +8% | +$588 | ﹤0.01% | 2051 |
|
|
2020
Q2 | $7K | Buy |
+555
| New | +$7K | ﹤0.01% | 2002 |
|