First Foundation 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 | $1.76M | Sell |
50,490
-254
| -0.5% | -$8.84K | 0.07% | 147 |
|
|
2025
Q1 | $1.66M | Sell |
50,744
-209
| -0.4% | -$6.85K | 0.07% | 138 |
|
|
2024
Q4 | $1.76M | Buy |
50,953
+2,406
| +5% | +$82.9K | 0.07% | 132 |
|
|
2024
Q3 | $1.7M | Sell |
48,547
-8,165
| -14% | -$286K | 0.06% | 138 |
|
|
2024
Q2 | $1.81M | Sell |
56,712
-5,231
| -8% | -$167K | 0.07% | 126 |
|
|
2024
Q1 | $2.11M | Sell |
61,943
-492
| -0.8% | -$16.8K | 0.08% | 114 |
|
|
2023
Q4 | $1.97M | Buy |
62,435
+3,898
| +7% | +$123K | 0.09% | 117 |
|
|
2023
Q3 | $1.66M | Buy |
58,537
+10,161
| +21% | +$289K | 0.08% | 135 |
|
|
2023
Q2 | $1.45M | Buy |
+48,376
| New | +$1.45M | 0.06% | 151 |
|