Valued Retirements’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
Q1 | – | Sell |
-6,020
| Closed | -$208K | – | 87 |
|
|
2024
Q4 | $208K | Hold |
6,020
| – | – | 0.28% | 76 |
|
|
2024
Q3 | $211K | Buy |
+6,020
| New | +$211K | 0.29% | 75 |
|
|
2024
Q2 | – | Sell |
-8,104
| Closed | -$276K | – | 78 |
|
|
2024
Q1 | $276K | Hold |
8,104
| – | – | 0.44% | 50 |
|
|
2023
Q4 | $255K | Buy |
+8,104
| New | +$255K | 0.44% | 48 |
|