Patton Albertson Miller Group’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 | $505K | Sell |
14,507
-16,763
| -54% | -$583K | 0.07% | 151 |
|
|
2025
Q1 | $1.03M | Sell |
31,270
-1,384
| -4% | -$45.4K | 0.15% | 114 |
|
|
2024
Q4 | $1.13M | Sell |
32,654
-10,630
| -25% | -$366K | 0.15% | 107 |
|
|
2024
Q3 | $1.52M | Sell |
43,284
-381
| -0.9% | -$13.3K | 0.21% | 94 |
|
|
2024
Q2 | $1.4M | Sell |
43,665
-1,349
| -3% | -$43.1K | 0.2% | 95 |
|
|
2024
Q1 | $1.54M | Buy |
45,014
+723
| +2% | +$24.7K | 0.23% | 92 |
|
|
2023
Q4 | $1.4M | Buy |
44,291
+17,072
| +63% | +$538K | 0.23% | 97 |
|
|
2023
Q3 | $774K | Buy |
+27,219
| New | +$774K | 0.15% | 122 |
|