Allen Capital Group’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 | $5.96M | Sell |
63,580
-9,139
| -13% | -$857K | 0.61% | 41 |
|
|
2025
Q1 | $6.4M | Sell |
72,719
-23,222
| -24% | -$2.04M | 0.72% | 37 |
|
|
2024
Q4 | $8.9M | Sell |
95,941
-2,692
| -3% | -$250K | 1.07% | 22 |
|
|
2024
Q3 | $9.56M | Sell |
98,633
-1,557
| -2% | -$151K | 1.18% | 17 |
|
|
2024
Q2 | $8.68M | Buy |
100,190
+1,008
| +1% | +$87.3K | 1.19% | 17 |
|
|
2024
Q1 | $8.92M | Buy |
+99,182
| New | +$8.92M | 1.26% | 16 |
|