FAS Wealth Partners’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 | $22K | Sell |
633
-1
| -0.2% | -$35 | ﹤0.01% | 400 |
|
|
2025
Q1 | $20.8K | Sell |
634
-836
| -57% | -$27.4K | ﹤0.01% | 376 |
|
|
2024
Q4 | $50.7K | Buy |
1,470
+17
| +1% | +$586 | ﹤0.01% | 347 |
|
|
2024
Q3 | $50.9K | Buy |
1,453
+626
| +76% | +$21.9K | ﹤0.01% | 349 |
|
|
2024
Q2 | $26.4K | Hold |
827
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $28.2K | Hold |
827
| – | – | ﹤0.01% | 371 |
|
|
2023
Q4 | $26.1K | Buy |
827
+5
| +0.6% | +$157 | ﹤0.01% | 367 |
|
|
2023
Q3 | $23.4K | Buy |
+822
| New | +$23.4K | ﹤0.01% | 366 |
|