Coordinated Financial 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	$778K	Buy	22,368 +5,369	+32%	+$187K	0.54%	58
2025 Q1	$557K	Buy	16,999 +448	+3%	+$14.7K	0.43%	71
2024 Q4	$571K	Buy	+16,551	New	+$571K	0.45%	63
2024 Q2	$505K	Buy	15,814 +843	+6%	+$26.9K	0.43%	66
2024 Q1	$511K	Buy	+14,971	New	+$511K	0.45%	64