IHT Wealth Management’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 | $542K | Sell |
15,583
-3,130
| -17% | -$109K | 0.01% | 676 |
|
|
2025
Q1 | $614K | Sell |
18,713
-1,337
| -7% | -$43.8K | 0.02% | 608 |
|
|
2024
Q4 | $691K | Buy |
+20,050
| New | +$691K | 0.02% | 573 |
|
|
2024
Q3 | – | Sell |
-12,430
| Closed | -$397K | – | 1180 |
|
|
2024
Q2 | $397K | Sell |
12,430
-5,145
| -29% | -$164K | 0.01% | 709 |
|
|
2024
Q1 | $599K | Buy |
+17,575
| New | +$599K | 0.02% | 575 |
|