Atlas Wealth’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 | $403K | Sell |
11,374
-3,661
| -24% | -$130K | 0.15% | 73 |
|
|
2025
Q1 | $493K | Buy |
15,035
+3,661
| +32% | +$120K | 0.19% | 60 |
|
|
2024
Q4 | $392K | Buy |
11,374
+1,033
| +10% | +$35.6K | 0.15% | 68 |
|
|
2024
Q3 | $362K | Sell |
10,341
-9,701
| -48% | -$340K | 0.16% | 63 |
|
|
2024
Q2 | $636K | Buy |
20,042
+11,521
| +135% | +$365K | 0.07% | 126 |
|
|
2024
Q1 | $291K | Buy |
+8,521
| New | +$291K | 0.14% | 64 |
|