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

EverSource Wealth Advisors’s Portfolio SMOT Stock Details SMOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$4.36K	Hold
2024 Q4	$4.58K	Hold
2024 Q3	$4.66K	Hold
2024 Q2	$4.5K	Hold
2024 Q1	$4.22K	Buy