Lowe Wealth Advisors’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 | $692K | Sell |
19,892
-532
| -3% | -$18.5K | 0.27% | 32 |
|
|
2025
Q1 | $670K | Buy |
20,424
+2,001
| +11% | +$65.6K | 0.28% | 31 |
|
|
2024
Q4 | $635K | Buy |
18,423
+5,049
| +38% | +$174K | 0.27% | 30 |
|
|
2024
Q3 | $468K | Buy |
13,374
+3,210
| +32% | +$112K | 0.2% | 35 |
|
|
2024
Q2 | $325K | Buy |
10,164
+694
| +7% | +$22.2K | 0.15% | 37 |
|
|
2024
Q1 | $323K | Buy |
9,470
+725
| +8% | +$24.7K | 0.15% | 35 |
|
|
2023
Q4 | $275K | Buy |
8,745
+1,385
| +19% | +$43.6K | 0.14% | 40 |
|
|
2023
Q3 | $209K | Buy |
7,360
+290
| +4% | +$8.25K | 0.11% | 52 |
|
|
2023
Q2 | $212K | Buy |
+7,070
| New | +$212K | 0.11% | 51 |
|