Palisades Hudson Asset Management’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.13M	Hold	15,376	–	–	0.83%	24
2025 Q4	$1.99M	Sell	15,376 -113	-0.7%	-$14.9K	0.77%	25
2025 Q3	$1.97M	Sell	15,489 -40	-0.3%	-$4.71K	0.71%	26
2025 Q2	$1.71M	Buy	15,529 +5,318	+52%	+$561K	0.67%	27
2025 Q1	$1.03M	Hold	10,211	–	–	0.47%	31
2024 Q4	$1.01M	Buy	10,211 +386	+4%	+$40K	0.42%	33
2024 Q3	$1.1M	Buy	9,825 +994	+11%	+$102K	0.47%	33
2024 Q2	$850K	Hold	8,831	–	–	0.39%	34
2024 Q1	$868K	Buy	8,831 +1,375	+18%	+$135K	0.4%	34
2023 Q4	$825K	Buy	7,456 +885	+13%	+$90.4K	0.4%	35
2023 Q3	$689K	Hold	6,571	–	–	0.38%	35
2023 Q2	$803K	Hold	6,571	–	–	0.42%	32
2023 Q1	$799K	Buy	6,571 +68	+1%	+$7.97K	0.43%	30
2022 Q4	$721K	Sell	6,503 -41	-0.6%	-$4.7K	0.4%	29
2022 Q3	$742K	Sell	6,544 -43	-0.7%	-$5.62K	0.45%	26
2022 Q2	$822K	Sell	6,587 -39	-0.6%	-$5.03K	0.46%	27
2022 Q1	$962K	Sell	6,626 -12	-0.2%	-$1.68K	0.45%	28
2021 Q4	$1.06M	Buy	6,638 +263	+4%	+$43.1K	0.45%	29
2021 Q3	$950K	Buy	6,375 +232	+4%	+$36.5K	0.43%	29
2021 Q2	$990K	Sell	6,143 -1,030	-14%	-$156K	0.44%	27
2021 Q1	$1.13M	Sell	7,173 -1,677	-19%	-$288K	0.54%	25
2020 Q4	$1.46M	Sell	8,850 -1,587	-15%	-$215K	0.76%	20
2020 Q3	$1.15M	Hold	10,437	–	–	0.74%	22
2020 Q2	$852K	Buy	10,437 +828	+9%	+$60.2K	0.58%	26
2020 Q1	$580K	Buy	9,609 +3,349	+53%	+$250K	0.49%	29
2019 Q4	$475K	Hold	6,260	–	–	0.3%	44
2019 Q3	$401K	Buy	6,260 +411	+7%	+$26.6K	0.28%	47
2019 Q2	$379K	Hold	5,849	–	–	0.26%	54
2019 Q1	$364K	Hold	5,849	–	–	0.24%	53
2018 Q4	$319K	Buy	+5,849	New	+$328K	0.19%	73