AGA
Accuvest Global Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,257
| Closed | -$208K | – | 114 |
|
|
2022
Q2 | $208K | Sell |
3,257
-628
| -16% | -$40.1K | 0.13% | 97 |
|
|
2022
Q1 | $290K | Sell |
3,885
-7,218
| -65% | -$539K | 0.15% | 82 |
|
|
2021
Q4 | $845K | Sell |
11,103
-61,202
| -85% | -$4.66M | 0.37% | 53 |
|
|
2021
Q3 | $5.3M | Buy |
72,305
+33,585
| +87% | +$2.46M | 2.5% | 8 |
|
|
2021
Q2 | $2.87M | Buy |
38,720
+15,963
| +70% | +$1.18M | 1.44% | 23 |
|
|
2021
Q1 | $1.58M | Buy |
22,757
+18,083
| +387% | +$1.25M | 0.84% | 41 |
|
|
2020
Q4 | $290K | Buy |
4,674
+2,076
| +80% | +$129K | 0.88% | 25 |
|
|
2020
Q3 | $142K | Sell |
2,598
-3,189
| -55% | -$174K | 0.47% | 30 |
|
|
2020
Q2 | $302K | Hold |
5,787
| – | – | 0.79% | 30 |
|
|
2020
Q1 | $253K | Buy |
5,787
+2,313
| +67% | +$101K | 0.8% | 28 |
|
|
2019
Q4 | $190K | Buy |
+3,474
| New | +$190K | 0.4% | 23 |
|