Clear Investment Research’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 | $22.7K | Buy |
652
+76
| +13% | +$2.65K | 0.03% | 142 |
|
|
2025
Q1 | $18.9K | Buy |
576
+5
| +0.9% | +$164 | 0.03% | 143 |
|
|
2024
Q4 | $19.7K | Buy |
571
+7
| +1% | +$241 | 0.03% | 142 |
|
|
2024
Q3 | $19.8K | Buy |
564
+1
| +0.2% | +$35 | 0.03% | 142 |
|
|
2024
Q2 | $18K | Buy |
563
+2
| +0.4% | +$64 | 0.02% | 136 |
|
|
2024
Q1 | $19.2K | Buy |
561
+3
| +0.5% | +$102 | 0.03% | 138 |
|
|
2023
Q4 | $17.6K | Buy |
558
+3
| +0.5% | +$95 | 0.02% | 154 |
|
|
2023
Q3 | $15.8K | Sell |
555
-1,013
| -65% | -$28.8K | 0.03% | 118 |
|
|
2023
Q2 | $47K | Sell |
1,568
-179
| -10% | -$5.36K | 0.08% | 92 |
|
|
2023
Q1 | $49.7K | Buy |
+1,747
| New | +$49.7K | 0.09% | 81 |
|