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Avalon Capital Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Avalon Capital Management’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-66,291
Closed -$2.12M – 142
2024
Q2 		$2.12M Sell
66,291
-60,303
-48% -$1.93M 0.67% 31
2024
Q1 		$4.32M Sell
126,594
-7,136
-5% -$243K 1.77% 17
2023
Q4 		$4.21M Buy
+133,730
New +$4.21M 1.77% 17