SWA
Sax Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
30,000
| – | – | 0.02% | 329 |
|
|
2025
Q1 | $335K | Hold |
30,000
| – | – | 0.02% | 275 |
|
|
2024
Q4 | $319K | Hold |
30,000
| – | – | 0.02% | 255 |
|
|
2024
Q3 | $362K | Hold |
30,000
| – | – | 0.03% | 199 |
|
|
2024
Q2 | $336K | Buy |
+30,000
| New | +$336K | 0.03% | 194 |
|