Steward Partners Investment Advisory’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 | $1.71M | Sell |
49,046
-950
| -2% | -$33.1K | 0.01% | 761 |
|
|
2025
Q1 | $1.64M | Buy |
49,996
+268
| +0.5% | +$8.79K | 0.01% | 730 |
|
|
2024
Q4 | $1.71M | Buy |
49,728
+6,829
| +16% | +$235K | 0.02% | 684 |
|
|
2024
Q3 | $1.5M | Buy |
42,899
+79
| +0.2% | +$2.77K | 0.01% | 721 |
|
|
2024
Q2 | $1.37M | Buy |
42,820
+592
| +1% | +$18.9K | 0.01% | 706 |
|
|
2024
Q1 | $1.44M | Sell |
42,228
-1,745
| -4% | -$59.5K | 0.02% | 681 |
|
|
2023
Q4 | $1.39M | Sell |
43,973
-10,750
| -20% | -$339K | 0.02% | 616 |
|
|
2023
Q3 | $1.56M | Buy |
54,723
+54,043
| +7,948% | +$1.54M | 0.02% | 530 |
|
|
2023
Q2 | $20.4K | Buy |
+680
| New | +$20.4K | ﹤0.01% | 2282 |
|