Stephens Inc’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 | $1.82M | Buy |
52,172
+2,168
| +4% | +$75.4K | 0.03% | 487 |
|
|
2025
Q1 | $1.64M | Buy |
50,004
+10,726
| +27% | +$352K | 0.02% | 516 |
|
|
2024
Q4 | $1.35M | Buy |
39,278
+1,805
| +5% | +$62.2K | 0.02% | 530 |
|
|
2024
Q3 | $1.31M | Buy |
37,473
+4,282
| +13% | +$150K | 0.02% | 539 |
|
|
2024
Q2 | $1.06M | Sell |
33,191
-5,946
| -15% | -$190K | 0.02% | 572 |
|
|
2024
Q1 | $1.33M | Buy |
39,137
+28,918
| +283% | +$986K | 0.02% | 510 |
|
|
2023
Q4 | $322K | Buy |
+10,219
| New | +$322K | 0.01% | 909 |
|