Etesian Wealth Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
2025
Q1
$268K Sell
2024
Q4
$341K Sell
2024
Q3
$376K Sell
2024
Q2
$379K Sell
2024
Q1
$415K Buy
2023
Q4
$296K Buy