UBS 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 | $25.1K | Buy |
+720
| New | +$25.1K | ﹤0.01% | 6988 |
|
|
2025
Q1 | – | Sell |
-2,119
| Closed | -$73K | – | 9227 |
|
|
2024
Q4 | $73K | Buy |
+2,119
| New | +$73K | ﹤0.01% | 5848 |
|
|
2024
Q2 | – | Sell |
-1,140
| Closed | -$38.9K | – | 8728 |
|
|
2024
Q1 | $38.9K | Buy |
+1,140
| New | +$38.9K | ﹤0.01% | 5459 |
|
|
2023
Q4 | – | Sell |
-605
| Closed | -$17.2K | – | 8510 |
|
|
2023
Q3 | $17.2K | Buy |
+605
| New | +$17.2K | ﹤0.01% | 5747 |
|