Kestra Advisory Services’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 | $2.44M | Sell |
70,195
-80,375
| -53% | -$2.8M | 0.01% | 978 |
|
|
2025
Q1 | $4.94M | Buy |
150,570
+6,459
| +4% | +$212K | 0.02% | 579 |
|
|
2024
Q4 | $4.97M | Buy |
144,111
+10,616
| +8% | +$366K | 0.03% | 581 |
|
|
2024
Q3 | $4.68M | Buy |
133,495
+8,663
| +7% | +$303K | 0.03% | 612 |
|
|
2024
Q2 | $3.99M | Buy |
124,832
+20,510
| +20% | +$656K | 0.02% | 674 |
|
|
2024
Q1 | $3.56M | Buy |
+104,322
| New | +$3.56M | 0.02% | 642 |
|