Envestnet Asset Management’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 |
8,924
-1,055
| -11% | -$36.7K | ﹤0.01% | 4007 |
|
|
2025
Q1 | $327K | Sell |
9,979
-31
| -0.3% | -$1.02K | ﹤0.01% | 3878 |
|
|
2024
Q4 | $345K | Sell |
10,010
-1,056
| -10% | -$36.4K | ﹤0.01% | 3816 |
|
|
2024
Q3 | $388K | Sell |
11,066
-651
| -6% | -$22.8K | ﹤0.01% | 3670 |
|
|
2024
Q2 | $374K | Buy |
11,717
+735
| +7% | +$23.5K | ﹤0.01% | 3606 |
|
|
2024
Q1 | $375K | Buy |
+10,982
| New | +$375K | ﹤0.01% | 3608 |
|