Capital Analysts LLC’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Capital Analysts LLC’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 Q2	$335K	Sell
2025 Q1	$315K	Hold
2024 Q4	$331K	Buy
2024 Q3	$274K	Hold
2024 Q2	$250K	Buy
2024 Q1	$265K	Sell
2023 Q4	$293K	Buy
2023 Q3	$143K	Buy