Advisor Resource Council’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 | – | Sell |
-44,085
| Closed | -$3.88M | – | 409 |
|
|
2025
Q1 | $3.88M | Sell |
44,085
-40,799
| -48% | -$3.59M | 0.31% | 83 |
|
|
2024
Q4 | $7.87M | Buy |
+84,884
| New | +$7.87M | 5.65% | 4 |
|
|
2024
Q3 | – | Sell |
-43,372
| Closed | -$3.76M | – | 243 |
|
|
2024
Q2 | $3.76M | Sell |
43,372
-541
| -1% | -$46.9K | 6.87% | 4 |
|
|
2024
Q1 | $3.95M | Buy |
+43,913
| New | +$3.95M | 1.67% | 9 |
|
|
2023
Q4 | – | Sell |
-40,080
| Closed | -$3.04M | – | 507 |
|
|
2023
Q3 | $3.04M | Buy |
40,080
+2,169
| +6% | +$164K | 1.57% | 8 |
|
|
2023
Q2 | $3.02M | Buy |
+37,911
| New | +$3.02M | 1.36% | 11 |
|