Advisory Services Network’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 | $328K | Buy |
3,387
+801
| +31% | +$77.5K | 0.01% | 1363 |
|
2025
Q1 | $228K | Sell |
2,586
-796
| -24% | -$70.1K | ﹤0.01% | 1449 |
|
2024
Q4 | $314K | Buy |
3,382
+899
| +36% | +$83.4K | 0.01% | 1275 |
|
2024
Q3 | $215K | Hold |
2,483
| – | – | ﹤0.01% | 1357 |
|
2024
Q2 | $215K | Buy |
2,483
+214
| +9% | +$18.5K | ﹤0.01% | 1357 |
|
2024
Q1 | $204K | Sell |
2,269
-316
| -12% | -$28.4K | ﹤0.01% | 1337 |
|
2023
Q4 | $219K | Buy |
+2,585
| New | +$219K | 0.01% | 1234 |
|
2023
Q2 | – | Sell |
-1,126
| Closed | -$83.1K | – | 2780 |
|
2023
Q1 | $83.1K | Buy |
1,126
+92
| +9% | +$6.79K | ﹤0.01% | 1746 |
|
2022
Q4 | $67.1K | Buy |
+1,034
| New | +$67.1K | ﹤0.01% | 1823 |
|
2021
Q3 | – | Sell |
-18,268
| Closed | -$1.35M | – | 2519 |
|
2021
Q2 | $1.35M | Buy |
18,268
+6,255
| +52% | +$463K | 0.04% | 505 |
|
2021
Q1 | $832K | Buy |
12,013
+333
| +3% | +$23.1K | 0.03% | 617 |
|
2020
Q4 | $724K | Sell |
11,680
-404
| -3% | -$25K | 0.03% | 602 |
|
2020
Q3 | $660K | Hold |
12,084
| – | – | 0.03% | 538 |
|
2020
Q2 | $631K | Buy |
12,084
+4,971
| +70% | +$260K | 0.03% | 523 |
|
2020
Q1 | $311K | Buy |
7,113
+25
| +0.4% | +$1.09K | 0.02% | 661 |
|
2019
Q4 | $388K | Buy |
7,088
+5,522
| +353% | +$302K | 0.02% | 690 |
|
2019
Q3 | $75K | Hold |
1,566
| – | – | ﹤0.01% | 1187 |
|
2019
Q2 | $75K | Buy |
1,566
+1,251
| +397% | +$59.9K | ﹤0.01% | 1185 |
|
2019
Q1 | $15K | Buy |
+315
| New | +$15K | ﹤0.01% | 1712 |
|
2018
Q1 | – | Sell |
-159
| Closed | -$7K | – | 2675 |
|
2017
Q4 | $7K | Buy |
159
+136
| +591% | +$5.99K | ﹤0.01% | 1967 |
|
2017
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 2280 |
|