Principle Wealth Partners’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 | $425K | Sell |
12,208
-794,058
| -98% | -$27.6M | 0.03% | 250 |
|
|
2025
Q1 | $26.4M | Buy |
806,266
+26,072
| +3% | +$855K | 1.89% | 10 |
|
|
2024
Q4 | $26.9M | Buy |
780,194
+4,235
| +0.5% | +$146K | 1.89% | 11 |
|
|
2024
Q3 | $27.2M | Sell |
775,959
-1,869
| -0.2% | -$65.5K | 1.93% | 11 |
|
|
2024
Q2 | $24.9M | Buy |
777,828
+51,377
| +7% | +$1.64M | 1.89% | 10 |
|
|
2024
Q1 | $24.8M | Buy |
726,451
+67,406
| +10% | +$2.3M | 1.94% | 10 |
|
|
2023
Q4 | $20.8M | Buy |
659,045
+75,526
| +13% | +$2.38M | 1.79% | 9 |
|
|
2023
Q3 | $16.6M | Buy |
583,519
+117,272
| +25% | +$3.33M | 1.67% | 11 |
|
|
2023
Q2 | $14M | Buy |
+466,247
| New | +$14M | 1.4% | 16 |
|