TRUE Private Wealth Advisors’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 | $3.06M | Sell |
87,833
-2,329
| -3% | -$81K | 0.34% | 49 |
|
|
2025
Q1 | $2.96M | Buy |
90,162
+10,481
| +13% | +$344K | 0.36% | 50 |
|
|
2024
Q4 | $2.75M | Buy |
79,681
+9,148
| +13% | +$315K | 0.33% | 50 |
|
|
2024
Q3 | $2.47M | Buy |
70,533
+56,830
| +415% | +$1.99M | 0.29% | 55 |
|
|
2024
Q2 | $438K | Sell |
13,703
-149
| -1% | -$4.76K | 0.05% | 176 |
|
|
2024
Q1 | $472K | Buy |
+13,852
| New | +$472K | 0.05% | 169 |
|