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Maridea Wealth Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Maridea Wealth Management’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,421
Closed -$243K – 307
2025
Q1 		$243K Sell
7,421
-1,952
-21% -$64K 0.08% 196
2024
Q4 		$323K Buy
+9,373
New +$323K 0.1% 168