Capital Investment Advisory Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $353K | Sell |
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|
2024
Q3 | $360K | Sell |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $871K | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $792K | Buy |
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|
2023
Q2 | $833K | Buy |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | $121K | Buy |
|