AO
Advisor OS’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3M | Buy |
56,481
+7,123
| +14% | +$668K | 0.52% | 30 |
|
|
2025
Q1 | $4.34M | Buy |
49,358
+2,818
| +6% | +$248K | 0.49% | 33 |
|
|
2024
Q4 | $4.32M | Buy |
46,540
+8,146
| +21% | +$755K | 0.5% | 32 |
|
|
2024
Q3 | $3.72M | Buy |
38,394
+6,109
| +19% | +$592K | 0.37% | 47 |
|
|
2024
Q2 | $2.8M | Buy |
32,285
+11,106
| +52% | +$962K | 0.31% | 59 |
|
|
2024
Q1 | $1.9M | Buy |
21,179
+13,259
| +167% | +$1.19M | 0.22% | 85 |
|
|
2023
Q4 | $672K | Buy |
+7,920
| New | +$672K | 0.09% | 178 |
|