Ascension Capital 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 | $973K | Buy |
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|
2025
Q1 | $889K | Buy |
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|
2024
Q4 | $917K | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $933K | Buy |
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|
2024
Q1 | $888K | Sell |
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|
2023
Q4 | $1.25M | Hold |
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|
2023
Q3 | $1.12M | Hold |
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|
2023
Q2 | $1.17M | Hold |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $959K | Sell |
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|
2022
Q3 | $898K | Sell |
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|
2022
Q2 | $992K | Sell |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $1.48M | Sell |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $969K | Sell |
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|
2019
Q4 | $1.26M | Buy |
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