Capital Investment Advisory Services’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 | $311K | Sell |
8,933
-1,718
| -16% | -$59.8K | 0.03% | 441 |
|
|
2025
Q1 | $349K | Buy |
10,651
+420
| +4% | +$13.8K | 0.03% | 394 |
|
|
2024
Q4 | $353K | Sell |
10,231
-39
| -0.4% | -$1.34K | 0.03% | 362 |
|
|
2024
Q3 | $360K | Sell |
10,270
-780
| -7% | -$27.3K | 0.03% | 373 |
|
|
2024
Q2 | $353K | Sell |
11,050
-14,490
| -57% | -$463K | 0.04% | 360 |
|
|
2024
Q1 | $871K | Sell |
25,540
-10,111
| -28% | -$345K | 0.09% | 210 |
|
|
2023
Q4 | $1.12M | Buy |
35,651
+7,797
| +28% | +$246K | 0.1% | 170 |
|
|
2023
Q3 | $792K | Buy |
27,854
+51
| +0.2% | +$1.45K | 0.08% | 207 |
|
|
2023
Q2 | $833K | Buy |
27,803
+13,076
| +89% | +$392K | 0.08% | 200 |
|
|
2023
Q1 | $419K | Buy |
14,727
+10,233
| +228% | +$291K | 0.05% | 292 |
|
|
2022
Q4 | $121K | Buy |
+4,494
| New | +$121K | 0.01% | 517 |
|