VitalStone Financial’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
2024 Q3	$436K	Sell	12,452 -4,799	-28%	-$168K	0.3%	69
2024 Q2	$551K	Sell	17,251 -1,972	-10%	-$63K	0.4%	52
2024 Q1	$656K	Sell	19,223 -1,170	-6%	-$39.9K	0.5%	41
2023 Q4	$642K	Sell	20,393 -972	-5%	-$30.6K	0.51%	39
2023 Q3	$579K	Buy	+21,365	New	+$579K	0.49%	36