Atria Investments’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	–	Sell	-9,706	Closed	-$318K	–	2069
2025 Q1	$318K	Buy	9,706 +621	+7%	+$20.4K	﹤0.01%	1585
2024 Q4	$313K	Sell	9,085 -563	-6%	-$19.4K	﹤0.01%	1576
2024 Q3	$338K	Sell	9,648 -15,892	-62%	-$557K	﹤0.01%	1554
2024 Q2	$816K	Buy	+25,540	New	+$816K	0.01%	1045