Pursue 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 | $947K | Sell |
27,221
-20,000
| -42% | -$696K | 0.54% | 47 |
|
|
2025
Q1 | $1.55M | Hold |
47,221
| – | – | 0.94% | 33 |
|
|
2024
Q4 | $1.63M | Hold |
47,221
| – | – | 0.93% | 35 |
|
|
2024
Q3 | $1.65M | Buy |
47,221
+7,221
| +18% | +$253K | 0.9% | 32 |
|
|
2024
Q2 | $1.28M | Hold |
40,000
| – | – | 0.7% | 35 |
|
|
2024
Q1 | $1.36M | Hold |
40,000
| – | – | 0.8% | 32 |
|
|
2023
Q4 | $1.26M | Hold |
40,000
| – | – | 0.81% | 31 |
|
|
2023
Q3 | $1.14M | Hold |
40,000
| – | – | 0.81% | 31 |
|
|
2023
Q2 | $1.2M | Buy |
40,000
+30,000
| +300% | +$899K | 0.75% | 35 |
|
|
2023
Q1 | $284K | Buy |
+10,000
| New | +$284K | 0.19% | 85 |
|