AE Wealth 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 | $537K | Sell |
5,725
-11,931
| -68% | -$1.12M | ﹤0.01% | 901 |
|
|
2025
Q1 | $1.55M | Sell |
17,656
-22,982
| -57% | -$2.02M | 0.01% | 592 |
|
|
2024
Q4 | $3.77M | Buy |
40,638
+34,817
| +598% | +$3.23M | 0.03% | 396 |
|
|
2024
Q3 | $564K | Sell |
5,821
-355
| -6% | -$34.4K | 0.01% | 851 |
|
|
2024
Q2 | $535K | Buy |
6,176
+1,416
| +30% | +$123K | 0.01% | 866 |
|
|
2024
Q1 | $428K | Sell |
4,760
-125,933
| -96% | -$11.3M | ﹤0.01% | 860 |
|
|
2023
Q4 | $11M | Buy |
130,693
+84,168
| +181% | +$7.12M | 0.06% | 375 |
|
|
2023
Q3 | $3.53M | Sell |
46,525
-84,089
| -64% | -$6.38M | 0.02% | 653 |
|
|
2023
Q2 | $10.4M | Buy |
130,614
+102,465
| +364% | +$8.18M | 0.06% | 356 |
|
|
2023
Q1 | $2.08M | Buy |
28,149
+11,219
| +66% | +$828K | 0.01% | 781 |
|
|
2022
Q4 | $1.1M | Buy |
16,930
+2,191
| +15% | +$142K | 0.01% | 944 |
|
|
2022
Q3 | $884K | Sell |
14,739
-15,053
| -51% | -$903K | 0.01% | 987 |
|
|
2022
Q2 | $1.9M | Sell |
29,792
-9,865
| -25% | -$629K | 0.02% | 685 |
|
|
2022
Q1 | $2.96M | Buy |
39,657
+10,859
| +38% | +$811K | 0.02% | 589 |
|
|
2021
Q4 | $2.19M | Buy |
28,798
+12,480
| +76% | +$950K | 0.02% | 673 |
|
|
2021
Q3 | $1.2M | Sell |
16,318
-11,578
| -42% | -$848K | 0.01% | 815 |
|
|
2021
Q2 | $2.07M | Sell |
27,896
-800,061
| -97% | -$59.3M | 0.02% | 629 |
|
|
2021
Q1 | $57.4M | Buy |
827,957
+796,900
| +2,566% | +$55.2M | 0.58% | 28 |
|
|
2020
Q4 | $1.93M | Buy |
31,057
+23,158
| +293% | +$1.44M | 0.02% | 505 |
|
|
2020
Q3 | $431K | Buy |
7,899
+13
| +0.2% | +$709 | 0.01% | 926 |
|
|
2020
Q2 | $412K | Buy |
7,886
+1,006
| +15% | +$52.6K | 0.01% | 935 |
|
|
2020
Q1 | $301K | Sell |
6,880
-31,125
| -82% | -$1.36M | 0.01% | 869 |
|
|
2019
Q4 | $2.08M | Buy |
38,005
+33,665
| +776% | +$1.84M | 0.05% | 333 |
|
|
2019
Q3 | $218K | Buy |
4,340
+29
| +0.7% | +$1.46K | 0.01% | 898 |
|
|
2019
Q2 | $207K | Sell |
4,311
-1,907
| -31% | -$91.6K | 0.01% | 891 |
|
|
2019
Q1 | $290K | Buy |
+6,218
| New | +$290K | 0.02% | 475 |
|