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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.71M	Buy
2025 Q4	$1.75M	Buy
2025 Q3	$1.72M	Sell
2025 Q2	$2.55M	Sell
2025 Q1	$2.45M	Buy
2024 Q4	$2.47M	Sell
2024 Q3	$3.33M	Buy
2024 Q2	$2.87M	Buy