Advisornet Financial’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 | $1.08M | Sell |
11,533
-50,420
| -81% | -$4.73M | 0.07% | 237 |
|
|
2025
Q1 | $5.45M | Buy |
61,953
+1,307
| +2% | +$115K | 0.4% | 50 |
|
|
2024
Q4 | $5.62M | Buy |
60,646
+5,044
| +9% | +$468K | 0.47% | 48 |
|
|
2024
Q3 | $5.39M | Buy |
55,602
+3,709
| +7% | +$360K | 0.4% | 53 |
|
|
2024
Q2 | $4.49M | Buy |
51,893
+9,013
| +21% | +$781K | 0.41% | 54 |
|
|
2024
Q1 | $3.85M | Buy |
42,880
+8,306
| +24% | +$747K | 0.37% | 61 |
|
|
2023
Q4 | $2.93M | Buy |
34,574
+24,435
| +241% | +$2.07M | 0.27% | 95 |
|
|
2023
Q3 | $769K | Buy |
10,139
+10,049
| +11,166% | +$762K | 0.07% | 240 |
|
|
2023
Q2 | $7.18K | Buy |
+90
| New | +$7.18K | ﹤0.01% | 1414 |
|
|
2020
Q2 | – | Sell |
-1,189
| Closed | -$52K | – | 1853 |
|
|
2020
Q1 | $52K | Buy |
1,189
+589
| +98% | +$25.8K | ﹤0.01% | 775 |
|
|
2019
Q4 | $33K | Hold |
600
| – | – | ﹤0.01% | 1021 |
|
|
2019
Q3 | $30K | Hold |
600
| – | – | ﹤0.01% | 1067 |
|
|
2019
Q2 | $29K | Hold |
600
| – | – | ﹤0.01% | 962 |
|
|
2019
Q1 | $28K | Hold |
600
| – | – | ﹤0.01% | 906 |
|
|
2018
Q4 | $25K | Hold |
600
| – | – | ﹤0.01% | 877 |
|
|
2018
Q3 | $28K | Hold |
600
| – | – | ﹤0.01% | 871 |
|
|
2018
Q2 | $26K | Hold |
600
| – | – | ﹤0.01% | 878 |
|
|
2018
Q1 | $25K | Hold |
600
| – | – | ﹤0.01% | 883 |
|
|
2017
Q4 | $25K | Buy |
+600
| New | +$25K | ﹤0.01% | 818 |
|