Lowe Wealth Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$698K Sell
2025
Q2
$692K Sell
2025
Q1
$670K Buy
2024
Q4
$635K Buy
2024
Q3
$468K Buy
2024
Q2
$325K Buy
2024
Q1
$323K Buy
2023
Q4
$275K Buy
2023
Q3
$209K Buy
2023
Q2
$212K Buy