Beaumont Financial Advisors’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 | $1.11M | Sell |
31,980
-1,216
| -4% | -$42.3K | 0.08% | 143 |
|
|
2025
Q1 | $1.09M | Buy |
33,196
+1,034
| +3% | +$33.9K | 0.09% | 137 |
|
|
2024
Q4 | $1.11M | Buy |
32,162
+837
| +3% | +$28.9K | 0.08% | 138 |
|
|
2024
Q3 | $1.1M | Buy |
31,325
+85
| +0.3% | +$2.98K | 0.09% | 134 |
|
|
2024
Q2 | $998K | Buy |
31,240
+165
| +0.5% | +$5.27K | 0.08% | 146 |
|
|
2024
Q1 | $1.06M | Buy |
31,075
+2,746
| +10% | +$93.7K | 0.09% | 141 |
|
|
2023
Q4 | $892K | Buy |
28,329
+4,550
| +19% | +$143K | 0.08% | 142 |
|
|
2023
Q3 | $676K | Buy |
23,779
+8,675
| +57% | +$247K | 0.07% | 151 |
|
|
2023
Q2 | $452K | Buy |
+15,104
| New | +$452K | 0.04% | 205 |
|