Acorn Wealth Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
35,323
-3,315
| -9% | -$115K | 0.46% | 51 |
|
|
2025
Q1 | $1.27M | Buy |
38,638
+1,412
| +4% | +$46.3K | 0.53% | 46 |
|
|
2024
Q4 | $1.28M | Buy |
37,226
+1,329
| +4% | +$45.8K | 0.53% | 44 |
|
|
2024
Q3 | $1.26M | Buy |
35,897
+4,707
| +15% | +$165K | 0.54% | 40 |
|
|
2024
Q2 | $997K | Buy |
31,190
+9,677
| +45% | +$309K | 0.49% | 42 |
|
|
2024
Q1 | $734K | Buy |
21,513
+8,600
| +67% | +$293K | 0.38% | 60 |
|
|
2023
Q4 | $407K | Buy |
12,913
+3,175
| +33% | +$100K | 0.24% | 94 |
|
|
2023
Q3 | $277K | Buy |
+9,738
| New | +$277K | 0.18% | 128 |
|