Cambridge Investment Research 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 | $3.06M | Buy |
87,938
+3,641
| +4% | +$127K | 0.01% | 1134 |
|
|
2025
Q1 | $2.76M | Sell |
84,297
-28,957
| -26% | -$949K | 0.01% | 1157 |
|
|
2024
Q4 | $3.9M | Buy |
113,254
+14,412
| +15% | +$497K | 0.01% | 942 |
|
|
2024
Q3 | $3.46M | Buy |
98,842
+4,139
| +4% | +$145K | 0.01% | 1005 |
|
|
2024
Q2 | $3.03M | Sell |
94,703
-696
| -0.7% | -$22.2K | 0.01% | 1028 |
|
|
2024
Q1 | $3.25M | Sell |
95,399
-6,911
| -7% | -$236K | 0.01% | 990 |
|
|
2023
Q4 | $3.22M | Buy |
102,310
+44,507
| +77% | +$1.4M | 0.01% | 929 |
|
|
2023
Q3 | $1.64M | Buy |
57,803
+3,934
| +7% | +$112K | 0.01% | 1263 |
|
|
2023
Q2 | $1.61M | Buy |
53,869
+44,512
| +476% | +$1.33M | 0.01% | 1296 |
|
|
2023
Q1 | $266K | Buy |
+9,357
| New | +$266K | ﹤0.01% | 2592 |
|