Apexium Financial’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 | $11.3M | Sell |
324,756
-18,739
| -5% | -$652K | 0.6% | 29 |
|
|
2025
Q1 | $11.3M | Buy |
343,495
+12,041
| +4% | +$395K | 0.67% | 25 |
|
|
2024
Q4 | $11.4M | Buy |
331,454
+35,259
| +12% | +$1.22M | 0.69% | 23 |
|
|
2024
Q3 | $10.4M | Buy |
296,195
+86,032
| +41% | +$3.01M | 0.68% | 21 |
|
|
2024
Q2 | $6.72M | Buy |
210,163
+28,902
| +16% | +$924K | 0.48% | 30 |
|
|
2024
Q1 | $6.18M | Buy |
181,261
+37,395
| +26% | +$1.28M | 0.47% | 30 |
|
|
2023
Q4 | $4.53M | Buy |
143,866
+119,006
| +479% | +$3.75M | 0.33% | 43 |
|
|
2023
Q3 | $707K | Buy |
+24,860
| New | +$707K | 0.07% | 107 |
|