Financial Management Network’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 | $20.2M | Buy |
561,077
+5,855
| +1% | +$211K | 3.62% | 5 |
|
|
2025
Q1 | $16.2M | Buy |
555,222
+28,007
| +5% | +$817K | 3.64% | 4 |
|
|
2024
Q4 | $18.3M | Buy |
527,215
+18,666
| +4% | +$647K | 3.8% | 4 |
|
|
2024
Q3 | $17.6M | Buy |
508,549
+555
| +0.1% | +$19.3K | 3.69% | 3 |
|
|
2024
Q2 | $16M | Buy |
507,994
+15,345
| +3% | +$485K | 3.85% | 3 |
|
|
2024
Q1 | $16.3M | Buy |
492,649
+32,712
| +7% | +$1.08M | 4.1% | 4 |
|
|
2023
Q4 | $14.1M | Buy |
459,937
+31,306
| +7% | +$956K | 4.1% | 5 |
|
|
2023
Q3 | $12M | Buy |
428,631
+93,157
| +28% | +$2.6M | 3.96% | 5 |
|
|
2023
Q2 | $10.1M | Buy |
335,474
+51,961
| +18% | +$1.56M | 3.51% | 6 |
|
|
2023
Q1 | $7.88M | Buy |
+283,513
| New | +$7.88M | 3.17% | 8 |
|