EverSource Wealth Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-133
| Closed | -$4.36K | – | 4347 |
|
|
2025
Q1 | $4.36K | Hold |
133
| – | – | ﹤0.01% | 2563 |
|
|
2024
Q4 | $4.59K | Hold |
133
| – | – | ﹤0.01% | 2389 |
|
|
2024
Q3 | $4.66K | Hold |
133
| – | – | ﹤0.01% | 2255 |
|
|
2024
Q2 | $4.5K | Hold |
133
| – | – | ﹤0.01% | 2257 |
|
|
2024
Q1 | $4.22K | Buy |
+133
| New | +$4.22K | ﹤0.01% | 2123 |
|