Capital Analysts LLC’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 | $335K | Sell |
9,614
-3
| -0% | -$105 | 0.01% | 446 |
|
|
2025
Q1 | $315K | Hold |
9,617
| – | – | 0.01% | 445 |
|
|
2024
Q4 | $331K | Buy |
9,617
+1,800
| +23% | +$62K | 0.01% | 395 |
|
|
2024
Q3 | $274K | Hold |
7,817
| – | – | 0.01% | 419 |
|
|
2024
Q2 | $250K | Buy |
7,817
+48
| +0.6% | +$1.54K | 0.01% | 426 |
|
|
2024
Q1 | $265K | Sell |
7,769
-1,531
| -16% | -$52.2K | 0.01% | 394 |
|
|
2023
Q4 | $293K | Buy |
9,300
+4,271
| +85% | +$135K | 0.01% | 371 |
|
|
2023
Q3 | $143K | Buy |
+5,029
| New | +$143K | 0.01% | 435 |
|