Farther Finance 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	$5.35M	Sell	153,785 -73,135	-32%	-$2.55M	0.11%	178
2025 Q1	$7.46M	Sell	226,920 -50,660	-18%	-$1.67M	0.19%	106
2024 Q4	$9.57M	Buy	277,580 +277,573	+3,965,329%	+$9.57M	0.35%	62
2024 Q3	$245	Hold	7	–	–	﹤0.01%	3598
2024 Q2	$221	Buy	+7	New	+$221	﹤0.01%	3479