AA
Apriem Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.2M | Buy |
460,995
+111,314
| +32% | +$10.4M | 4.6% | 4 |
|
|
2025
Q1 | $30.8M | Buy |
349,681
+123,029
| +54% | +$10.8M | 3.61% | 5 |
|
|
2024
Q4 | $21M | Buy |
226,652
+29,650
| +15% | +$2.75M | 2.41% | 9 |
|
|
2024
Q3 | $19.1M | Buy |
197,002
+22,547
| +13% | +$2.19M | 2.23% | 8 |
|
|
2024
Q2 | $15.1M | Buy |
174,455
+16,835
| +11% | +$1.46M | 1.85% | 11 |
|
|
2024
Q1 | $14.2M | Buy |
157,620
+17,475
| +12% | +$1.57M | 1.78% | 15 |
|
|
2023
Q4 | $11.9M | Buy |
140,145
+1,825
| +1% | +$155K | 1.59% | 18 |
|
|
2023
Q3 | $10.5M | Buy |
138,320
+1,978
| +1% | +$150K | 1.54% | 21 |
|
|
2023
Q2 | $10.9M | Buy |
136,342
+2,517
| +2% | +$201K | 1.63% | 22 |
|
|
2023
Q1 | $9.88M | Sell |
133,825
-617
| -0.5% | -$45.6K | 1.58% | 20 |
|
|
2022
Q4 | $8.73M | Sell |
134,442
-326
| -0.2% | -$21.2K | 1.51% | 21 |
|
|
2022
Q3 | $8.09M | Sell |
134,768
-318
| -0.2% | -$19.1K | 1.46% | 24 |
|
|
2022
Q2 | $8.61M | Sell |
135,086
-4,663
| -3% | -$297K | 1.48% | 24 |
|
|
2022
Q1 | $10.4M | Buy |
139,749
+2,365
| +2% | +$177K | 1.53% | 22 |
|
|
2021
Q4 | $10.5M | Sell |
137,384
-170
| -0.1% | -$12.9K | 1.48% | 22 |
|
|
2021
Q3 | $10.1M | Sell |
137,554
-2,129
| -2% | -$156K | 1.45% | 21 |
|
|
2021
Q2 | $10.3M | Sell |
139,683
-628
| -0.4% | -$46.5K | 1.54% | 21 |
|
|
2021
Q1 | $9.72M | Buy |
140,311
+14,945
| +12% | +$1.04M | 1.51% | 22 |
|
|
2020
Q4 | $7.77M | Sell |
125,366
-20,250
| -14% | -$1.26M | 1.39% | 22 |
|
|
2020
Q3 | $7.95M | Buy |
145,616
+2,113
| +1% | +$115K | 1.46% | 22 |
|
|
2020
Q2 | $7.5M | Buy |
143,503
+8,646
| +6% | +$452K | 1.54% | 21 |
|
|
2020
Q1 | $5.9M | Buy |
+134,857
| New | +$5.9M | 1.43% | 22 |
|