SEA
Stegent Equity Advisors’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 | $2.53M | Buy |
72,756
+22,134
| +44% | +$770K | 2.24% | 13 |
|
|
2025
Q1 | $1.66M | Buy |
50,622
+6,887
| +16% | +$226K | 1.68% | 17 |
|
|
2024
Q4 | $1.51M | Buy |
43,735
+22,469
| +106% | +$775K | 1.53% | 21 |
|
|
2024
Q3 | $745K | Buy |
+21,266
| New | +$745K | 0.82% | 36 |
|