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Whitaker-Myers Wealth Managers’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$252K Buy
7,230
+580
+9% +$20.2K 0.06% 99
2025
Q1 		$218K Buy
6,650
+763
+13% +$25K 0.06% 108
2024
Q4 		$203K Buy
+5,887
New +$203K 0.06% 118