GPS Wealth Strategies Group’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
$37.6K Hold
1,080
﹤0.01% 703
2025
Q1
$35.4K Hold
1,080
﹤0.01% 695
2024
Q4
$37.2K Sell
1,080
-395
-27% -$13.6K ﹤0.01% 649
2024
Q3
$51.7K Buy
1,475
+150
+11% +$5.26K 0.01% 568
2024
Q2
$42.3K Buy
+1,325
New +$42.3K 0.01% 575