Janney Montgomery Scott’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 | $866K | Sell |
24,875
-6,147
| -20% | -$214K | ﹤0.01% | 1672 |
|
|
2025
Q1 | $1.02M | Buy |
31,022
+2,298
| +8% | +$75.3K | ﹤0.01% | 1530 |
|
|
2024
Q4 | $990K | Buy |
28,724
+3,600
| +14% | +$124K | ﹤0.01% | 1538 |
|
|
2024
Q3 | $880K | Buy |
25,124
+3,118
| +14% | +$109K | ﹤0.01% | 1589 |
|
|
2024
Q2 | $703K | Buy |
22,006
+8,400
| +62% | +$268K | ﹤0.01% | 1659 |
|
|
2024
Q1 | $464K | Buy |
13,606
+3,758
| +38% | +$128K | ﹤0.01% | 2057 |
|
|
2023
Q4 | $310K | Buy |
+9,848
| New | +$310K | ﹤0.01% | 2196 |
|