Advisors Capital Management’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 | $373K | Sell |
3,982
-790
| -17% | -$74.1K | 0.01% | 414 |
|
|
2025
Q1 | $420K | Hold |
4,772
| – | – | 0.01% | 392 |
|
|
2024
Q4 | $442K | Buy |
4,772
+776
| +19% | +$72K | 0.01% | 388 |
|
|
2024
Q3 | $387K | Buy |
3,996
+14
| +0.4% | +$1.36K | 0.01% | 393 |
|
|
2024
Q2 | $345K | Hold |
3,982
| – | – | 0.01% | 402 |
|
|
2024
Q1 | $358K | Buy |
3,982
+1,357
| +52% | +$122K | 0.01% | 396 |
|
|
2023
Q4 | $223K | Buy |
+2,625
| New | +$223K | ﹤0.01% | 435 |
|