Whalen Wealth Management’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	-6,093	Closed	-$210K	–	169
2024 Q4	$210K	Buy	6,093 +71	+1%	+$2.45K	0.15%	136
2024 Q3	$211K	Buy	+6,022	New	+$211K	0.15%	110