EP Wealth Advisors’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 | $1.02M | Sell |
29,375
-33,575
| -53% | -$1.17M | 0.01% | 562 |
|
|
2025
Q1 | $2.06M | Hold |
62,950
| – | – | 0.02% | 364 |
|
|
2024
Q4 | $2.17M | Sell |
62,950
-2,400
| -4% | -$82.7K | 0.02% | 342 |
|
|
2024
Q3 | $2.29M | Sell |
65,350
-2,000
| -3% | -$70.1K | 0.02% | 335 |
|
|
2024
Q2 | $2.15M | Sell |
67,350
-4,395
| -6% | -$140K | 0.02% | 264 |
|
|
2024
Q1 | $2.45M | Buy |
71,745
+20,890
| +41% | +$713K | 0.03% | 236 |
|
|
2023
Q4 | $1.6M | Buy |
+50,855
| New | +$1.6M | 0.02% | 292 |
|