Ancora Advisors’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 | $29.9M | Buy |
318,291
+18,957
| +6% | +$1.78M | 0.62% | 36 |
|
|
2025
Q1 | $26.3M | Buy |
299,334
+55,086
| +23% | +$4.85M | 0.59% | 36 |
|
|
2024
Q4 | $22.6M | Buy |
244,248
+12,508
| +5% | +$1.16M | 0.51% | 40 |
|
|
2024
Q3 | $22.5M | Buy |
231,740
+26,254
| +13% | +$2.55M | 0.51% | 40 |
|
|
2024
Q2 | $17.8M | Buy |
205,486
+32,236
| +19% | +$2.79M | 0.44% | 44 |
|
|
2024
Q1 | $15.6M | Buy |
173,250
+43,234
| +33% | +$3.89M | 0.35% | 54 |
|
|
2023
Q4 | $11M | Buy |
130,016
+97,287
| +297% | +$8.26M | 0.26% | 71 |
|
|
2023
Q3 | $2.48M | Buy |
32,729
+17,699
| +118% | +$1.34M | 0.07% | 215 |
|
|
2023
Q2 | $1.2M | Buy |
15,030
+7,166
| +91% | +$572K | 0.03% | 319 |
|
|
2023
Q1 | $581K | Buy |
7,864
+3,134
| +66% | +$231K | 0.02% | 438 |
|
|
2022
Q4 | $307K | Buy |
4,730
+1,215
| +35% | +$78.9K | 0.01% | 568 |
|
|
2022
Q3 | $211K | Hold |
3,515
| – | – | 0.01% | 686 |
|
|
2022
Q2 | $224K | Hold |
3,515
| – | – | 0.01% | 707 |
|
|
2022
Q1 | $263K | Hold |
3,515
| – | – | 0.01% | 706 |
|
|
2021
Q4 | $268K | Hold |
3,515
| – | – | 0.01% | 709 |
|
|
2021
Q3 | $258K | Sell |
3,515
-200
| -5% | -$14.7K | 0.01% | 705 |
|
|
2021
Q2 | $276K | Sell |
3,715
-1,000
| -21% | -$74.3K | 0.01% | 678 |
|
|
2021
Q1 | $326K | Hold |
4,715
| – | – | 0.01% | 610 |
|
|
2020
Q4 | $292K | Hold |
4,715
| – | – | 0.01% | 551 |
|
|
2020
Q3 | $257K | Hold |
4,715
| – | – | 0.01% | 550 |
|
|
2020
Q2 | $246K | Hold |
4,715
| – | – | 0.01% | 546 |
|
|
2020
Q1 | $207K | Hold |
4,715
| – | – | 0.01% | 621 |
|
|
2019
Q4 | $258K | Buy |
4,715
+35
| +0.7% | +$1.92K | 0.01% | 600 |
|
|
2019
Q3 | $235K | Hold |
4,680
| – | – | 0.01% | 565 |
|
|
2019
Q2 | $225K | Sell |
4,680
-1,996
| -30% | -$96K | 0.01% | 536 |
|
|
2019
Q1 | $311K | Hold |
6,676
| – | – | 0.01% | 496 |
|
|
2018
Q4 | $275K | Buy |
6,676
+715
| +12% | +$29.5K | 0.01% | 511 |
|
|
2018
Q3 | $279K | Hold |
5,961
| – | – | 0.01% | 593 |
|
|
2018
Q2 | $260K | Hold |
5,961
| – | – | 0.01% | 612 |
|
|
2018
Q1 | $247K | Hold |
5,961
| – | – | 0.01% | 596 |
|
|
2017
Q4 | $253K | Hold |
5,961
| – | – | 0.01% | 546 |
|
|
2017
Q3 | $240K | Hold |
5,961
| – | – | 0.01% | 582 |
|
|
2017
Q2 | $235K | Hold |
5,961
| – | – | 0.02% | 561 |
|
|
2017
Q1 | $224K | Hold |
5,961
| – | – | 0.02% | 563 |
|
|
2016
Q4 | $208K | Buy |
+5,961
| New | +$208K | 0.02% | 547 |
|
|
2015
Q3 | – | Sell |
-27,674
| Closed | -$849K | – | 512 |
|
|
2015
Q2 | $849K | Buy |
+27,674
| New | +$849K | 0.1% | 249 |
|
|
2015
Q1 | – | Sell |
-61,131
| Closed | -$1.9M | – | 177 |
|
|
2014
Q4 | $1.9M | Sell |
61,131
-1,647
| -3% | -$51.2K | 0.23% | 115 |
|
|
2014
Q3 | $1.97M | Sell |
62,778
-679
| -1% | -$21.3K | 0.25% | 108 |
|
|
2014
Q2 | $1.95M | Buy |
63,457
+1,075
| +2% | +$32.9K | 0.25% | 109 |
|
|
2014
Q1 | $1.83M | Buy |
62,382
+3,566
| +6% | +$104K | 0.26% | 108 |
|
|
2013
Q4 | $1.7M | Buy |
58,816
+2,495
| +4% | +$71.9K | 0.26% | 113 |
|
|
2013
Q3 | $1.53M | Buy |
56,321
+2,971
| +6% | +$80.7K | 0.26% | 100 |
|
|
2013
Q2 | $1.3M | Buy |
+53,350
| New | +$1.3M | 0.22% | 106 |
|