Allworth Financial’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
Q2 | $7.75M | Sell |
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|
2025
Q1 | $7.14M | Sell |
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|
2024
Q4 | $8.63M | Sell |
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|
2024
Q3 | $9.05M | Sell |
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|
2024
Q2 | $16M | Sell |
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|
2024
Q1 | $19.7M | Buy |
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|
2023
Q4 | $12.8M | Sell |
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|
2023
Q3 | $11.6M | Sell |
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|
2023
Q2 | $12.7M | Buy |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $102K | Hold |
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $60K | Buy |
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|
2021
Q4 | $23K | Buy |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $6K | Buy |
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