Stiles Financial Services’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 | $708K | Buy |
20,335
+898
| +5% | +$31.3K | 0.24% | 95 |
|
|
2025
Q1 | $637K | Sell |
19,437
-242
| -1% | -$7.94K | 0.24% | 101 |
|
|
2024
Q4 | $678K | Buy |
19,679
+6,300
| +47% | +$217K | 0.25% | 94 |
|
|
2024
Q3 | $469K | Sell |
13,379
-1,300
| -9% | -$45.5K | 0.17% | 118 |
|
|
2024
Q2 | $469K | Buy |
14,679
+3,183
| +28% | +$102K | 0.18% | 105 |
|
|
2024
Q1 | $392K | Buy |
+11,496
| New | +$392K | 0.16% | 121 |
|