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

Brown 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	$1.72M	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