Wealth Enhancement Advisory Services’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 | $497K | Buy |
46,870
+3
| +0% | +$32 | ﹤0.01% | 2219 |
|
|
2025
Q1 | $524K | Buy |
46,867
+15,031
| +47% | +$168K | ﹤0.01% | 2019 |
|
|
2024
Q4 | $338K | Sell |
31,836
-2,795
| -8% | -$29.7K | ﹤0.01% | 2263 |
|
|
2024
Q3 | $418K | Buy |
34,631
+7,022
| +25% | +$84.8K | ﹤0.01% | 1930 |
|
|
2024
Q2 | $309K | Buy |
27,609
+1,879
| +7% | +$21K | ﹤0.01% | 1962 |
|
|
2024
Q1 | $301K | Buy |
25,730
+3,875
| +18% | +$45.3K | ﹤0.01% | 1919 |
|
|
2023
Q4 | $258K | Buy |
21,855
+2,903
| +15% | +$34.3K | ﹤0.01% | 1914 |
|
|
2023
Q3 | $215K | Buy |
+18,952
| New | +$215K | ﹤0.01% | 1950 |
|