Wealthcare Advisory Partners’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 | $215K | Buy |
20,382
+746
| +4% | +$7.88K | ﹤0.01% | 913 |
|
|
2025
Q1 | $219K | Buy |
19,636
+1,395
| +8% | +$15.6K | 0.01% | 844 |
|
|
2024
Q4 | $194K | Buy |
18,241
+123
| +0.7% | +$1.31K | 0.01% | 863 |
|
|
2024
Q3 | $219K | Buy |
18,118
+4,121
| +29% | +$49.7K | 0.01% | 803 |
|
|
2024
Q2 | $157K | Buy |
13,997
+1,119
| +9% | +$12.5K | ﹤0.01% | 801 |
|
|
2024
Q1 | $151K | Buy |
12,878
+2,500
| +24% | +$29.2K | ﹤0.01% | 781 |
|
|
2023
Q4 | $123K | Buy |
+10,378
| New | +$123K | ﹤0.01% | 736 |
|