Brown 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	$2.55M	Sell	73,269 -1,310	-2%	-$45.6K	1%	31
2025 Q1	$2.45M	Buy	74,579 +2,978	+4%	+$97.6K	1.01%	34
2024 Q4	$2.47M	Sell	71,601 -23,549	-25%	-$812K	0.99%	29
2024 Q3	$3.33M	Buy	95,150 +5,226	+6%	+$183K	1.37%	22
2024 Q2	$2.87M	Buy	+89,924	New	+$2.87M	1.28%	21