Atlas 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 | $500K | Sell |
5,329
-1,610
| -23% | -$151K | 0.06% | 252 |
|
|
2025
Q1 | $611K | Sell |
6,939
-1,035
| -13% | -$91.1K | 0.08% | 217 |
|
|
2024
Q4 | $739K | Sell |
7,974
-625
| -7% | -$58K | 0.09% | 177 |
|
|
2024
Q3 | $834K | Buy |
8,599
+398
| +5% | +$38.6K | 0.13% | 139 |
|
|
2024
Q2 | $710K | Sell |
8,201
-625
| -7% | -$54.1K | 0.09% | 178 |
|
|
2024
Q1 | $793K | Buy |
8,826
+2,205
| +33% | +$198K | 0.12% | 154 |
|
|
2023
Q4 | $562K | Buy |
6,621
+4,007
| +153% | +$340K | 0.08% | 203 |
|
|
2023
Q3 | $198K | Buy |
2,614
+458
| +21% | +$34.7K | 0.03% | 355 |
|
|
2023
Q2 | $172K | Buy |
2,156
+595
| +38% | +$47.5K | 0.03% | 392 |
|
|
2023
Q1 | $115K | Buy |
1,561
+870
| +126% | +$64.2K | 0.02% | 444 |
|
|
2022
Q4 | $44.9K | Hold |
691
| – | – | 0.01% | 556 |
|
|
2022
Q3 | $41.5K | Hold |
691
| – | – | 0.01% | 558 |
|
|
2022
Q2 | $44.1K | Hold |
691
| – | – | 0.01% | 583 |
|
|
2022
Q1 | $51.6K | Sell |
691
-240
| -26% | -$17.9K | 0.01% | 542 |
|
|
2021
Q4 | $70.9K | Buy |
931
+240
| +35% | +$18.3K | 0.01% | 491 |
|
|
2021
Q3 | $50.6K | Hold |
691
| – | – | 0.01% | 517 |
|
|
2021
Q2 | $51.2K | Hold |
691
| – | – | 0.01% | 530 |
|
|
2021
Q1 | $47.9K | Buy |
691
+128
| +23% | +$8.87K | 0.01% | 497 |
|
|
2020
Q4 | $34.9K | Buy |
+563
| New | +$34.9K | 0.01% | 498 |
|
|
2020
Q3 | – | Sell |
-563
| Closed | -$29.4K | – | 479 |
|
|
2020
Q2 | $29.4K | Sell |
563
-195
| -26% | -$10.2K | 0.01% | 521 |
|
|
2020
Q1 | $33.2K | Hold |
758
| – | – | 0.01% | 477 |
|
|
2019
Q4 | $41.5K | Hold |
758
| – | – | 0.01% | 485 |
|
|
2019
Q3 | $38K | Hold |
758
| – | – | 0.01% | 481 |
|
|
2019
Q2 | $36.4K | Buy |
+758
| New | +$36.4K | 0.01% | 499 |
|