AE Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $460K | Sell |
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|
2025
Q2 | $537K | Sell |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $3.77M | Buy |
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|
2024
Q3 | $564K | Sell |
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|
2024
Q2 | $535K | Buy |
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|
2024
Q1 | $428K | Sell |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $3.53M | Sell |
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|
2023
Q2 | $10.4M | Buy |
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|
2023
Q1 | $2.08M | Buy |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $884K | Sell |
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|
2022
Q2 | $1.9M | Sell |
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|
2022
Q1 | $2.96M | Buy |
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|
2021
Q4 | $2.19M | Buy |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $57.4M | Buy |
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|
2020
Q4 | $1.93M | Buy |
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|
2020
Q3 | $431K | Buy |
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|
2020
Q2 | $412K | Buy |
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|
2020
Q1 | $301K | Sell |
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|
2019
Q4 | $2.08M | Buy |
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|
2019
Q3 | $218K | Buy |
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|
2019
Q2 | $207K | Sell |
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|
2019
Q1 | $290K | Buy |
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