Beaumont Financial Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Beaumont Financial Advisors’s Portfolio SMOT Stock Details SMOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.15M	Sell
2025 Q2	$1.11M	Sell
2025 Q1	$1.09M	Buy
2024 Q4	$1.11M	Buy
2024 Q3	$1.1M	Buy
2024 Q2	$998K	Buy
2024 Q1	$1.06M	Buy
2023 Q4	$892K	Buy
2023 Q3	$676K	Buy
2023 Q2	$452K	Buy