Mattson Financial Services’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	$1.39M	Sell	39,836 -1,822	-4%	-$63.4K	0.37%	88
2025 Q1	$1.37M	Sell	41,658 -6,465	-13%	-$212K	0.41%	86
2024 Q4	$1.69M	Sell	48,123 -1,426	-3%	-$50K	0.54%	67
2024 Q3	$1.58M	Sell	49,549 -325	-0.7%	-$10.4K	0.57%	63
2024 Q2	$1.59M	Buy	+49,874	New	+$1.59M	0.57%	63