SAG
SageView Advisory Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
6,561
| – | – | 0.01% | 559 |
|
|
2025
Q1 | $215K | Hold |
6,561
| – | – | 0.01% | 556 |
|
|
2024
Q4 | $226K | Buy |
+6,561
| New | +$226K | 0.01% | 536 |
|
|
2024
Q3 | – | Sell |
-7,693
| Closed | -$246K | – | 569 |
|
|
2024
Q2 | $246K | Buy |
+7,693
| New | +$246K | 0.01% | 491 |
|
|
2024
Q1 | – | Sell |
-7,619
| Closed | -$237K | – | 794 |
|
|
2023
Q4 | $237K | Buy |
+7,619
| New | +$237K | 0.01% | 580 |
|