IFP Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $172K | Buy |
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|
2025
Q4 | $158K | Buy |
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|
2025
Q3 | $157K | Sell |
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|
2025
Q2 | $252K | Buy |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q3 | $63.3K | Buy |
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|
2024
Q2 | $55.9K | Buy |
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|
2024
Q1 | $58K | Hold |
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|
2023
Q4 | $53.5K | Sell |
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|
2023
Q3 | $129K | Buy |
|