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Lake Street Private Wealth’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Lake Street Private Wealth’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-38,427
Closed -$1.23M – 316
2024
Q2 		$1.23M Buy
38,427
+8,137
+27% +$260K 0.16% 129
2024
Q1 		$1.03M Buy
30,290
+18,850
+165% +$643K 0.14% 142
2023
Q4 		$360K Buy
+11,440
New +$360K 0.06% 239