Almanack Investment Partners’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 | $265K | Buy |
+2,829
| New | +$265K | 0.04% | 170 |
|
|
2023
Q4 | – | Sell |
-131,389
| Closed | -$9.96M | – | 173 |
|
|
2023
Q3 | $9.96M | Buy |
131,389
+109,817
| +509% | +$8.33M | 1.93% | 8 |
|
|
2023
Q2 | $1.72M | Sell |
21,572
-253
| -1% | -$20.2K | 0.3% | 41 |
|
|
2023
Q1 | $1.61M | Buy |
21,825
+17,146
| +366% | +$1.27M | 0.32% | 44 |
|
|
2022
Q4 | $304K | Sell |
4,679
-6,749
| -59% | -$438K | 0.06% | 126 |
|
|
2022
Q3 | $686K | Sell |
11,428
-7,134
| -38% | -$428K | 0.13% | 67 |
|
|
2022
Q2 | $1.18M | Sell |
18,562
-215,238
| -92% | -$13.7M | 0.12% | 123 |
|
|
2022
Q1 | $17.5M | Buy |
233,800
+13,448
| +6% | +$1M | 1.52% | 11 |
|
|
2021
Q4 | $16.8M | Buy |
220,352
+13,595
| +7% | +$1.03M | 1.36% | 11 |
|
|
2021
Q3 | $15.1M | Buy |
206,757
+193,522
| +1,462% | +$14.2M | 1.33% | 13 |
|
|
2021
Q2 | $980K | Buy |
13,235
+6,296
| +91% | +$466K | 0.09% | 140 |
|
|
2021
Q1 | $481K | Sell |
6,939
-6,449
| -48% | -$447K | 0.05% | 246 |
|
|
2020
Q4 | $830K | Buy |
+13,388
| New | +$830K | 0.09% | 134 |
|
|
2020
Q3 | – | Sell |
-12,596
| Closed | -$658K | – | 385 |
|
|
2020
Q2 | $658K | Buy |
+12,596
| New | +$658K | 0.12% | 99 |
|