Stiles Financial Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Stiles Financial Services’s Portfolio SMOT Stock Details SMOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$774K	Buy
2025 Q2	$708K	Buy
2025 Q1	$637K	Sell
2024 Q4	$678K	Buy
2024 Q3	$469K	Sell
2024 Q2	$469K	Buy
2024 Q1	$392K	Buy