Archford Capital Strategies’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 | $3.25M | Sell |
34,687
-5,997
| -15% | -$562K | 0.42% | 58 |
|
|
2025
Q1 | $3.58M | Sell |
40,684
-81,099
| -67% | -$7.14M | 0.52% | 51 |
|
|
2024
Q4 | $11.3M | Sell |
121,783
-11,513
| -9% | -$1.07M | 1.71% | 9 |
|
|
2024
Q3 | $13M | Buy |
133,296
+3,605
| +3% | +$351K | 1.95% | 8 |
|
|
2024
Q2 | $11.2M | Buy |
129,691
+5,911
| +5% | +$512K | 1.82% | 8 |
|
|
2024
Q1 | $11.1M | Sell |
123,780
-7,496
| -6% | -$674K | 1.87% | 7 |
|
|
2023
Q4 | $11.1M | Buy |
131,276
+25,373
| +24% | +$2.15M | 2.04% | 8 |
|
|
2023
Q3 | $8.03M | Sell |
105,903
-1,247
| -1% | -$94.6K | 1.61% | 8 |
|
|
2023
Q2 | $8.84M | Buy |
107,150
+1,395
| +1% | +$115K | 1.68% | 9 |
|
|
2023
Q1 | $7.66M | Buy |
105,755
+6,397
| +6% | +$463K | 1.6% | 10 |
|
|
2022
Q4 | $6.45M | Buy |
99,358
+2,107
| +2% | +$137K | 1.48% | 11 |
|
|
2022
Q3 | $5.83M | Sell |
97,251
-944
| -1% | -$56.6K | 1.51% | 10 |
|
|
2022
Q2 | $6.26M | Buy |
98,195
+5,853
| +6% | +$373K | 1.57% | 10 |
|
|
2022
Q1 | $6.88M | Buy |
92,342
+6,008
| +7% | +$448K | 1.53% | 10 |
|
|
2021
Q4 | $6.57M | Buy |
86,334
+2,986
| +4% | +$227K | 1.5% | 12 |
|
|
2021
Q3 | $6.11M | Buy |
83,348
+6,011
| +8% | +$440K | 1.44% | 14 |
|
|
2021
Q2 | $5.73M | Buy |
77,337
+5,583
| +8% | +$414K | 1.44% | 14 |
|
|
2021
Q1 | $5.16M | Buy |
71,754
+6,410
| +10% | +$461K | 1.37% | 17 |
|
|
2020
Q4 | $4.18M | Buy |
65,344
+4,970
| +8% | +$318K | 0.96% | 22 |
|
|
2020
Q3 | $3.3M | Buy |
60,374
+9,498
| +19% | +$519K | 0.88% | 23 |
|
|
2020
Q2 | $2.66M | Buy |
50,876
+19,139
| +60% | +$1,000K | 0.79% | 27 |
|
|
2020
Q1 | $1.39M | Buy |
+31,737
| New | +$1.39M | 0.54% | 53 |
|