Equitable Holdings’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 | $764K | Sell |
21,962
-4,979
| -18% | -$173K | 0.01% | 880 |
|
|
2025
Q1 | $883K | Sell |
26,941
-3,382
| -11% | -$111K | 0.01% | 743 |
|
|
2024
Q4 | $1.05M | Sell |
30,323
-267
| -0.9% | -$9.2K | 0.01% | 667 |
|
|
2024
Q3 | $1.07M | Sell |
30,590
-1,033
| -3% | -$36.2K | 0.01% | 667 |
|
|
2024
Q2 | $1.01M | Buy |
31,623
+106
| +0.3% | +$3.39K | 0.01% | 649 |
|
|
2024
Q1 | $1.08M | Buy |
31,517
+2,994
| +10% | +$102K | 0.01% | 600 |
|
|
2023
Q4 | $898K | Buy |
28,523
+14,215
| +99% | +$448K | 0.01% | 613 |
|
|
2023
Q3 | $407K | Buy |
+14,308
| New | +$407K | 0.01% | 784 |
|