Arete Wealth 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 | $321K | Sell |
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|
2025
Q1 | $612K | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $2.44M | Sell |
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|
2023
Q4 | $2.46M | Buy |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.01B | Sell |
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|
2022
Q3 | $956K | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $441K | Buy |
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|
2020
Q2 | $315K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $314K | Buy |
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