Apriem Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.2M | Buy |
|
|||||
|
2025
Q1 | $30.8M | Buy |
|
|||||
|
2024
Q4 | $21M | Buy |
|
|||||
|
2024
Q3 | $19.1M | Buy |
|
|||||
|
2024
Q2 | $15.1M | Buy |
|
|||||
|
2024
Q1 | $14.2M | Buy |
|
|||||
|
2023
Q4 | $11.9M | Buy |
|
|||||
|
2023
Q3 | $10.5M | Buy |
|
|||||
|
2023
Q2 | $10.9M | Buy |
|
|||||
|
2023
Q1 | $9.88M | Sell |
|
|||||
|
2022
Q4 | $8.73M | Sell |
|
|||||
|
2022
Q3 | $8.09M | Sell |
|
|||||
|
2022
Q2 | $8.61M | Sell |
|
|||||
|
2022
Q1 | $10.4M | Buy |
|
|||||
|
2021
Q4 | $10.5M | Sell |
|
|||||
|
2021
Q3 | $10.1M | Sell |
|
|||||
|
2021
Q2 | $10.3M | Sell |
|
|||||
|
2021
Q1 | $9.72M | Buy |
|
|||||
|
2020
Q4 | $7.77M | Sell |
|
|||||
|
2020
Q3 | $7.95M | Buy |
|
|||||
|
2020
Q2 | $7.5M | Buy |
|
|||||
|
2020
Q1 | $5.9M | Buy |
|