Jones Financial Companies’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
$2.29M Buy
65,871
+18,026
+38% +$626K ﹤0.01% 716
2025
Q1
$1.56M Buy
47,845
+13,071
+38% +$427K ﹤0.01% 722
2024
Q4
$1.2M Buy
34,774
+20,037
+136% +$691K ﹤0.01% 694
2024
Q3
$517K Buy
14,737
+14,068
+2,103% +$493K ﹤0.01% 808
2024
Q2
$21.4K Buy
+669
New +$21.4K ﹤0.01% 1517