WWA
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WCG Wealth Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

WCG Wealth Advisors’s Portfolio SMOT Stock Details SMOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,155
Closed -$496K – 318
2024
Q3 		$496K Buy
14,155
+88
+0.6% +$3.08K 0.03% 271
2024
Q2 		$450K Buy
+14,067
New +$450K 0.03% 249