Anchor Investment 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 | $810K | Sell |
8,638
-255
| -3% | -$23.9K | 0.07% | 207 |
|
|
2025
Q1 | $783K | Sell |
8,893
-390
| -4% | -$34.3K | 0.07% | 207 |
|
|
2024
Q4 | $861K | Buy |
9,283
+33
| +0.4% | +$3.06K | 0.08% | 198 |
|
|
2024
Q3 | $897K | Sell |
9,250
-200
| -2% | -$19.4K | 0.08% | 197 |
|
|
2024
Q2 | $818K | Sell |
9,450
-1,545
| -14% | -$134K | 0.08% | 191 |
|
|
2024
Q1 | $988K | Buy |
10,995
+40
| +0.4% | +$3.6K | 0.1% | 181 |
|
|
2023
Q4 | $930K | Sell |
10,955
-530
| -5% | -$45K | 0.11% | 176 |
|
|
2023
Q3 | $871K | Buy |
11,485
+2,066
| +22% | +$157K | 0.11% | 173 |
|
|
2023
Q2 | $752K | Sell |
9,419
-4,050
| -30% | -$323K | 0.1% | 181 |
|
|
2023
Q1 | $994K | Sell |
13,469
-23
| -0.2% | -$1.7K | 0.14% | 161 |
|
|
2022
Q4 | $876K | Sell |
13,492
-150
| -1% | -$9.74K | 0.13% | 167 |
|
|
2022
Q3 | $818K | Buy |
13,642
+50
| +0.4% | +$3K | 0.13% | 165 |
|
|
2022
Q2 | $866K | Buy |
13,592
+29
| +0.2% | +$1.85K | 0.13% | 164 |
|
|
2022
Q1 | $1.01M | Buy |
13,563
+60
| +0.4% | +$4.48K | 0.13% | 164 |
|
|
2021
Q4 | $1.03M | Sell |
13,503
-1,420
| -10% | -$108K | 0.13% | 169 |
|
|
2021
Q3 | $1.09M | Buy |
14,923
+1,026
| +7% | +$75.2K | 0.15% | 147 |
|
|
2021
Q2 | $1.03M | Buy |
13,897
+2,974
| +27% | +$220K | 0.14% | 157 |
|
|
2021
Q1 | $757K | Buy |
10,923
+9,765
| +843% | +$677K | 0.12% | 180 |
|
|
2020
Q4 | $71.8K | Sell |
1,158
-400
| -26% | -$24.8K | 0.01% | 420 |
|
|
2020
Q3 | $85.1K | Hold |
1,558
| – | – | 0.02% | 379 |
|
|
2020
Q2 | $81.4K | Sell |
1,558
-25
| -2% | -$1.31K | 0.02% | 375 |
|
|
2020
Q1 | $69.2K | Buy |
1,583
+460
| +41% | +$20.1K | 0.02% | 378 |
|
|
2019
Q4 | $61.5K | Hold |
1,123
| – | – | 0.01% | 435 |
|
|
2019
Q3 | $56.3K | Hold |
1,123
| – | – | 0.01% | 438 |
|
|
2019
Q2 | $53.9K | Hold |
1,123
| – | – | 0.01% | 440 |
|
|
2019
Q1 | $52.4K | Hold |
1,123
| – | – | 0.01% | 433 |
|
|
2018
Q4 | $46.2K | Buy |
1,123
+118
| +12% | +$4.86K | 0.01% | 444 |
|
|
2018
Q3 | $47K | Buy |
1,005
+160
| +19% | +$7.48K | 0.01% | 480 |
|
|
2018
Q2 | $36.8K | Buy |
845
+795
| +1,590% | +$34.6K | 0.01% | 524 |
|
|
2018
Q1 | $2.07K | Hold |
50
| – | – | ﹤0.01% | 760 |
|
|
2017
Q4 | $2.12K | Hold |
50
| – | – | ﹤0.01% | 759 |
|
|
2017
Q3 | $2.02K | Hold |
50
| – | – | ﹤0.01% | 737 |
|
|
2017
Q2 | $1.98K | Buy |
+50
| New | +$1.98K | ﹤0.01% | 675 |
|