Prospera 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 | $2.27M | Buy |
65,322
+12,457
| +24% | +$433K | 0.04% | 430 |
|
|
2025
Q1 | $1.73M | Buy |
52,865
+13,105
| +33% | +$430K | 0.04% | 420 |
|
|
2024
Q4 | $1.37M | Buy |
39,760
+29,070
| +272% | +$1M | 0.03% | 459 |
|
|
2024
Q3 | $374K | Buy |
10,690
+1,455
| +16% | +$51K | 0.01% | 834 |
|
|
2024
Q2 | $295K | Hold |
9,235
| – | – | 0.01% | 924 |
|
|
2024
Q1 | $315K | Sell |
9,235
-600
| -6% | -$20.5K | 0.01% | 886 |
|
|
2023
Q4 | $310K | Sell |
9,835
-175
| -2% | -$5.51K | 0.01% | 835 |
|
|
2023
Q3 | $285K | Buy |
+10,010
| New | +$285K | 0.01% | 827 |
|