IFP 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 | $252K | Buy |
7,253
+386
| +6% | +$13.4K | 0.01% | 1152 |
|
|
2025
Q1 | $225K | Buy |
6,867
+557
| +9% | +$18.3K | 0.01% | 1121 |
|
|
2024
Q4 | $218K | Buy |
6,310
+4,504
| +249% | +$155K | 0.01% | 1095 |
|
|
2024
Q3 | $63.3K | Buy |
1,806
+56
| +3% | +$1.96K | ﹤0.01% | 1619 |
|
|
2024
Q2 | $55.9K | Buy |
1,750
+50
| +3% | +$1.6K | ﹤0.01% | 1628 |
|
|
2024
Q1 | $58K | Hold |
1,700
| – | – | ﹤0.01% | 1525 |
|
|
2023
Q4 | $53.6K | Sell |
1,700
-2,846
| -63% | -$89.6K | ﹤0.01% | 1519 |
|
|
2023
Q3 | $129K | Buy |
+4,546
| New | +$129K | 0.01% | 1149 |
|