CPG
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Cornerstone Planning Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Cornerstone Planning Group’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$459 – 1673
2025
Q1 		$459 Buy
+15
New +$459 ﹤0.01% 1327