Altus Wealth 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 | $16.5M | Sell |
176,384
-8,641
| -5% | -$810K | 7.32% | 3 |
|
|
2025
Q1 | $16.3M | Buy |
185,025
+51,697
| +39% | +$4.55M | 7.62% | 3 |
|
|
2024
Q4 | $12.4M | Sell |
133,328
-22,259
| -14% | -$2.06M | 5.47% | 2 |
|
|
2024
Q3 | $15.1M | Buy |
155,587
+28,090
| +22% | +$2.72M | 6.45% | 2 |
|
|
2024
Q2 | $11M | Buy |
127,497
+55,569
| +77% | +$4.81M | 5.53% | 3 |
|
|
2024
Q1 | $6.47M | Buy |
71,928
+48,029
| +201% | +$4.32M | 3.24% | 6 |
|
|
2023
Q4 | $2.03M | Buy |
23,899
+1,262
| +6% | +$107K | 1.12% | 18 |
|
|
2023
Q3 | $1.72M | Buy |
22,637
+569
| +3% | +$43.2K | 1.09% | 21 |
|
|
2023
Q2 | $1.76M | Buy |
22,068
+278
| +1% | +$22.2K | 1.08% | 20 |
|
|
2023
Q1 | $1.61M | Buy |
21,790
+6,210
| +40% | +$458K | 1.08% | 21 |
|
|
2022
Q4 | $1.01M | Buy |
+15,580
| New | +$1.01M | 0.77% | 30 |
|