Gradient Investments’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 | $43M | Buy |
1,236,426
+24,392
| +2% | +$849K | 0.79% | 36 |
|
|
2025
Q1 | $39.7M | Buy |
1,212,034
+92,434
| +8% | +$3.03M | 0.8% | 37 |
|
|
2024
Q4 | $38.6M | Sell |
1,119,600
-258,847
| -19% | -$8.92M | 0.78% | 38 |
|
|
2024
Q3 | $48.3M | Buy |
1,378,447
+32,554
| +2% | +$1.14M | 1.01% | 27 |
|
|
2024
Q2 | $43M | Buy |
1,345,893
+346,346
| +35% | +$11.1M | 0.97% | 23 |
|
|
2024
Q1 | $34.1M | Sell |
999,547
-44,556
| -4% | -$1.52M | 0.79% | 33 |
|
|
2023
Q4 | $32.9M | Sell |
1,044,103
-405,717
| -28% | -$12.8M | 0.8% | 32 |
|
|
2023
Q3 | $41.2M | Buy |
1,449,820
+1,449,707
| +1,282,927% | +$41.2M | 1.09% | 21 |
|
|
2023
Q2 | $3.37K | Sell |
113
-1,979
| -95% | -$59K | ﹤0.01% | 1045 |
|
|
2023
Q1 | $59.5K | Sell |
2,092
-467,241
| -100% | -$13.3M | ﹤0.01% | 470 |
|
|
2022
Q4 | $12.7M | Buy |
+469,333
| New | +$12.7M | 0.4% | 91 |
|