Acorn Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.02M | Buy |
96,121
+228
| +0.2% | +$21.4K | 3.35% | 3 |
|
|
2025
Q1 | $8.44M | Buy |
95,893
+1,335
| +1% | +$117K | 3.51% | 3 |
|
|
2024
Q4 | $8.77M | Buy |
94,558
+4,695
| +5% | +$435K | 3.62% | 3 |
|
|
2024
Q3 | $8.71M | Buy |
89,863
+3,397
| +4% | +$329K | 3.74% | 3 |
|
|
2024
Q2 | $7.49M | Buy |
86,466
+13,774
| +19% | +$1.19M | 3.7% | 3 |
|
|
2024
Q1 | $6.54M | Buy |
72,692
+8,824
| +14% | +$793K | 3.41% | 3 |
|
|
2023
Q4 | $5.42M | Buy |
63,868
+4,182
| +7% | +$355K | 3.21% | 4 |
|
|
2023
Q3 | $4.53M | Buy |
59,686
+7,005
| +13% | +$531K | 3.01% | 5 |
|
|
2023
Q2 | $4.2M | Sell |
52,681
-169
| -0.3% | -$13.5K | 2.87% | 5 |
|
|
2023
Q1 | $3.9M | Sell |
52,850
-577
| -1% | -$42.6K | 2.88% | 6 |
|
|
2022
Q4 | $3.47M | Buy |
53,427
+774
| +1% | +$50.2K | 2.66% | 7 |
|
|
2022
Q3 | $3.16M | Buy |
52,653
+198
| +0.4% | +$11.9K | 2.59% | 7 |
|
|
2022
Q2 | $3.34M | Buy |
52,455
+3,295
| +7% | +$210K | 2.64% | 6 |
|
|
2022
Q1 | $3.67M | Buy |
49,160
+787
| +2% | +$58.8K | 2.53% | 6 |
|
|
2021
Q4 | $3.68M | Buy |
48,373
+1,512
| +3% | +$115K | 2.34% | 6 |
|
|
2021
Q3 | $3.43M | Buy |
46,861
+771
| +2% | +$56.5K | 2.4% | 7 |
|
|
2021
Q2 | $3.41M | Buy |
46,090
+2,916
| +7% | +$216K | 2.36% | 8 |
|
|
2021
Q1 | $2.99M | Buy |
43,174
+8,500
| +25% | +$589K | 2.14% | 8 |
|
|
2020
Q4 | $2.15M | Buy |
34,674
+10,320
| +42% | +$640K | 1.69% | 12 |
|
|
2020
Q3 | $1.33M | Buy |
24,354
+2,119
| +10% | +$116K | 1.16% | 18 |
|
|
2020
Q2 | $1.16M | Buy |
22,235
+8,346
| +60% | +$436K | 1.08% | 19 |
|
|
2020
Q1 | $610K | Buy |
13,889
+835
| +6% | +$36.7K | 0.68% | 33 |
|
|
2019
Q4 | $720K | Buy |
13,054
+168
| +1% | +$9.27K | 0.61% | 35 |
|
|
2019
Q3 | $687K | Buy |
12,886
+1,146
| +10% | +$61.1K | 0.59% | 37 |
|
|
2019
Q2 | $569K | Buy |
11,740
+1,096
| +10% | +$53.1K | 0.52% | 39 |
|
|
2019
Q1 | $512K | Buy |
10,644
+570
| +6% | +$27.4K | 0.46% | 46 |
|
|
2018
Q4 | $428K | Buy |
10,074
+177
| +2% | +$7.52K | 0.44% | 48 |
|
|
2018
Q3 | $442K | Buy |
9,897
+741
| +8% | +$33.1K | 0.44% | 48 |
|
|
2018
Q2 | $399K | Buy |
9,156
+1,532
| +20% | +$66.8K | 0.34% | 52 |
|
|
2018
Q1 | $324K | Buy |
7,624
+6,383
| +514% | +$271K | 0.28% | 63 |
|
|
2017
Q4 | $54K | Buy |
+1,241
| New | +$54K | 0.05% | 246 |
|