Aptus Capital 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 | $1.97M | Buy |
20,958
+1,299
| +7% | +$122K | 0.02% | 414 |
|
|
2025
Q1 | $1.73M | Sell |
19,659
-7,822
| -28% | -$688K | 0.02% | 413 |
|
|
2024
Q4 | $2.55M | Buy |
27,481
+11,447
| +71% | +$1.06M | 0.03% | 352 |
|
|
2024
Q3 | $1.55M | Buy |
16,034
+1,416
| +10% | +$137K | 0.02% | 344 |
|
|
2024
Q2 | $1.27M | Sell |
14,618
-157
| -1% | -$13.6K | 0.02% | 350 |
|
|
2024
Q1 | $1.33M | Buy |
14,775
+986
| +7% | +$88.6K | 0.02% | 343 |
|
|
2023
Q4 | $1.17M | Sell |
13,789
-28,312
| -67% | -$2.4M | 0.03% | 268 |
|
|
2023
Q3 | $3.19M | Buy |
42,101
+32,844
| +355% | +$2.49M | 0.09% | 175 |
|
|
2023
Q2 | $739K | Sell |
9,257
-738
| -7% | -$58.9K | 0.02% | 280 |
|
|
2023
Q1 | $738K | Buy |
+9,995
| New | +$738K | 0.02% | 288 |
|
|
2020
Q4 | – | Sell |
-16,097
| Closed | -$878K | – | 481 |
|
|
2020
Q3 | $878K | Sell |
16,097
-3,054
| -16% | -$167K | 0.05% | 137 |
|
|
2020
Q2 | $1M | Buy |
19,151
+262
| +1% | +$13.7K | 0.06% | 113 |
|
|
2020
Q1 | $826K | Buy |
18,889
+5,153
| +38% | +$225K | 0.07% | 116 |
|
|
2019
Q4 | $752K | Sell |
13,736
-1,104
| -7% | -$60.4K | 0.05% | 153 |
|
|
2019
Q3 | $744K | Sell |
14,840
-646
| -4% | -$32.4K | 0.04% | 157 |
|
|
2019
Q2 | $743K | Buy |
+15,486
| New | +$743K | 0.1% | 148 |
|