Ancora 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 | $454K | Buy |
13,058
+1,318
| +11% | +$45.9K | 0.01% | 547 |
|
|
2025
Q1 | $385K | Buy |
11,740
+1,154
| +11% | +$37.8K | 0.01% | 564 |
|
|
2024
Q4 | $365K | Sell |
10,586
-648
| -6% | -$22.3K | 0.01% | 574 |
|
|
2024
Q3 | $394K | Buy |
11,234
+2,989
| +36% | +$105K | 0.01% | 546 |
|
|
2024
Q2 | $264K | Sell |
8,245
-5,278
| -39% | -$169K | 0.01% | 596 |
|
|
2024
Q1 | $461K | Hold |
13,523
| – | – | 0.01% | 509 |
|
|
2023
Q4 | $426K | Buy |
13,523
+5,383
| +66% | +$170K | 0.01% | 513 |
|
|
2023
Q3 | $231K | Hold |
8,140
| – | – | 0.01% | 612 |
|
|
2023
Q2 | $244K | Hold |
8,140
| – | – | 0.01% | 592 |
|
|
2023
Q1 | $232K | Buy |
+8,140
| New | +$232K | 0.01% | 603 |
|