Stonebridge Financial Planning Group’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	$997K	Sell	28,648 -1,934	-6%	-$67.3K	0.42%	70
2025 Q1	$1M	Buy	30,582 +14,166	+86%	+$465K	0.46%	67
2024 Q4	$566K	Buy	16,416 +6,423	+64%	+$221K	0.25%	99
2024 Q3	$350K	Buy	9,993 +1,385	+16%	+$48.5K	0.17%	127
2024 Q2	$275K	Buy	+8,608	New	+$275K	0.14%	141