Soundwatch Capital’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 | $439K | Buy |
7,824
+39
| +0.5% | +$2.19K | 0.07% | 110 |
|
|
2025
Q1 | $255K | Sell |
7,785
-399
| -5% | -$13.1K | 0.12% | 26 |
|
|
2024
Q4 | $282K | Buy |
8,184
+57
| +0.7% | +$1.97K | 0.03% | 31 |
|
|
2024
Q3 | $285K | Buy |
+8,127
| New | +$285K | 0.04% | 29 |
|
|
2024
Q1 | – | Sell |
-8,127
| Closed | -$256K | – | 27 |
|
|
2023
Q4 | $256K | Buy |
+8,127
| New | +$256K | 0.12% | 30 |
|