HighTower 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 | $861K | Sell |
24,748
-33,788
| -58% | -$1.18M | ﹤0.01% | 2111 |
|
2025
Q1 | $1.92M | Buy |
58,536
+6,535
| +13% | +$214K | ﹤0.01% | 1547 |
|
2024
Q4 | $1.79M | Sell |
52,001
-5,161
| -9% | -$178K | ﹤0.01% | 1578 |
|
2024
Q3 | $1.99M | Buy |
57,162
+13,456
| +31% | +$468K | ﹤0.01% | 1528 |
|
2024
Q2 | $1.38M | Buy |
43,706
+14,657
| +50% | +$463K | ﹤0.01% | 1659 |
|
2024
Q1 | $986K | Buy |
29,049
+6,218
| +27% | +$211K | ﹤0.01% | 1807 |
|
2023
Q4 | $705K | Buy |
22,831
+8,482
| +59% | +$262K | ﹤0.01% | 2039 |
|
2023
Q3 | $392K | Buy |
+14,349
| New | +$392K | ﹤0.01% | 2388 |
|