Private Trust Company’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
$57.7K Sell
1,659
-2,380
-59% -$82.8K 0.01% 1156
2025
Q1
$132K Buy
4,039
+3,149
+354% +$103K 0.01% 841
2024
Q4
$30.7K Hold
890
﹤0.01% 1343
2024
Q3
$31.2K Hold
890
﹤0.01% 1305
2024
Q2
$28.4K Buy
+890
New +$28.4K ﹤0.01% 1321