LPL Financial’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 | $40.3M | Sell |
1,158,015
-112,128
| -9% | -$3.9M | 0.01% | 874 |
|
|
2025
Q1 | $41.6M | Buy |
1,270,143
+181,667
| +17% | +$5.96M | 0.02% | 764 |
|
|
2024
Q4 | $37.5M | Buy |
1,088,476
+158,994
| +17% | +$5.48M | 0.02% | 787 |
|
|
2024
Q3 | $32.6M | Buy |
929,482
+261,417
| +39% | +$9.16M | 0.01% | 797 |
|
|
2024
Q2 | $21.4M | Buy |
668,065
+188,564
| +39% | +$6.03M | 0.01% | 932 |
|
|
2024
Q1 | $16.4M | Sell |
479,501
-33,459
| -7% | -$1.14M | 0.01% | 1033 |
|
|
2023
Q4 | $16.2M | Buy |
512,960
+224,804
| +78% | +$7.08M | 0.01% | 975 |
|
|
2023
Q3 | $8.19M | Buy |
288,156
+155,648
| +117% | +$4.42M | 0.01% | 1281 |
|
|
2023
Q2 | $3.97M | Buy |
132,508
+87,842
| +197% | +$2.63M | ﹤0.01% | 1717 |
|
|
2023
Q1 | $1.27M | Buy |
+44,666
| New | +$1.27M | ﹤0.01% | 2550 |
|