Smith, Moore & Co’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Hold |
72,222
| – | – | 0.17% | 119 |
|
|
2025
Q1 | $1.93M | Sell |
72,222
-602
| -0.8% | -$16.1K | 0.18% | 117 |
|
|
2024
Q4 | $2.05M | Buy |
72,824
+510
| +0.7% | +$14.4K | 0.19% | 109 |
|
|
2024
Q3 | $2.09M | Buy |
72,314
+1,400
| +2% | +$40.5K | 0.2% | 101 |
|
|
2024
Q2 | $1.86M | Buy |
70,914
+1,283
| +2% | +$33.7K | 0.19% | 107 |
|
|
2024
Q1 | $1.89M | Buy |
69,631
+5,043
| +8% | +$137K | 0.2% | 102 |
|
|
2023
Q4 | $1.65M | Buy |
64,588
+1,864
| +3% | +$47.6K | 0.19% | 102 |
|
|
2023
Q3 | $1.45M | Sell |
62,724
-435
| -0.7% | -$10K | 0.19% | 102 |
|
|
2023
Q2 | $1.55M | Sell |
63,159
-1,457
| -2% | -$35.7K | 0.2% | 102 |
|
|
2023
Q1 | $1.51M | Sell |
64,616
-777
| -1% | -$18.2K | 0.21% | 95 |
|
|
2022
Q4 | $1.43M | Buy |
65,393
+41,052
| +169% | +$896K | 0.2% | 95 |
|
|
2022
Q3 | $485K | Buy |
+24,341
| New | +$485K | 0.07% | 224 |
|