Stonebridge Financial Planning Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Stonebridge Financial Planning Group’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	$1.09M	Buy
2025 Q2	$997K	Sell
2025 Q1	$1M	Buy
2024 Q4	$566K	Buy
2024 Q3	$350K	Buy
2024 Q2	$275K	Buy