Valued Retirements’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Valued Retirements’s Portfolio SMOT Stock Details SMOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$208K	Hold
2024 Q3	$211K	Buy
2024 Q2	–	Sell
2024 Q1	$276K	Hold
2023 Q4	$255K	Buy