Atria Investments’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 | $1.24M | Sell |
13,187
-90,831
| -87% | -$8.52M | 0.01% | 927 |
|
|
2025
Q1 | $9.15M | Sell |
104,018
-7,863
| -7% | -$692K | 0.12% | 201 |
|
|
2024
Q4 | $10.4M | Sell |
111,881
-54,074
| -33% | -$5.01M | 0.13% | 179 |
|
|
2024
Q3 | $16.1M | Sell |
165,955
-65,281
| -28% | -$6.33M | 0.2% | 107 |
|
|
2024
Q2 | $20M | Buy |
231,236
+163,992
| +244% | +$14.2M | 0.26% | 70 |
|
|
2024
Q1 | $6.05M | Sell |
67,244
-2,985
| -4% | -$268K | 0.08% | 291 |
|
|
2023
Q4 | $5.96M | Buy |
+70,229
| New | +$5.96M | 0.09% | 253 |
|
|
2023
Q3 | – | Sell |
-24,580
| Closed | -$1.96M | – | 875 |
|
|
2023
Q2 | $1.96M | Buy |
+24,580
| New | +$1.96M | 0.04% | 563 |
|
|
2022
Q4 | – | Sell |
-22,340
| Closed | -$1.34M | – | 794 |
|
|
2022
Q3 | $1.34M | Sell |
22,340
-4,361
| -16% | -$262K | 0.03% | 618 |
|
|
2022
Q2 | $1.7M | Buy |
26,701
+10,500
| +65% | +$669K | 0.04% | 559 |
|
|
2022
Q1 | $1.21M | Buy |
16,201
+3,052
| +23% | +$228K | 0.02% | 770 |
|
|
2021
Q4 | $1M | Sell |
13,149
-63,678
| -83% | -$4.85M | 0.02% | 839 |
|
|
2021
Q3 | $5.63M | Buy |
76,827
+21,479
| +39% | +$1.57M | 0.1% | 220 |
|
|
2021
Q2 | $4.1M | Sell |
55,348
-14,061
| -20% | -$1.04M | 0.08% | 281 |
|
|
2021
Q1 | $4.81M | Buy |
69,409
+8,412
| +14% | +$583K | 0.11% | 217 |
|
|
2020
Q4 | $3.78M | Sell |
60,997
-2,244
| -4% | -$139K | 0.09% | 249 |
|
|
2020
Q3 | $3.45M | Sell |
63,241
-13,866
| -18% | -$757K | 0.1% | 218 |
|
|
2020
Q2 | $4.03M | Buy |
77,107
+5,768
| +8% | +$301K | 0.14% | 175 |
|
|
2020
Q1 | $3.12M | Sell |
71,339
-91,005
| -56% | -$3.98M | 0.24% | 90 |
|
|
2019
Q4 | $8.89M | Buy |
162,344
+140,874
| +656% | +$7.72M | 0.24% | 93 |
|
|
2019
Q3 | $1.08M | Buy |
21,470
+3,115
| +17% | +$156K | 0.04% | 403 |
|
|
2019
Q2 | $873K | Buy |
18,355
+907
| +5% | +$43.1K | 0.03% | 443 |
|
|
2019
Q1 | $814K | Buy |
17,448
+798
| +5% | +$37.2K | 0.03% | 411 |
|
|
2018
Q4 | $685K | Buy |
16,650
+281
| +2% | +$11.6K | 0.03% | 404 |
|
|
2018
Q3 | $765K | Buy |
16,369
+9,584
| +141% | +$448K | 0.03% | 470 |
|
|
2018
Q2 | $296K | Buy |
+6,785
| New | +$296K | 0.01% | 745 |
|
|
2014
Q4 | – | Sell |
-94,039
| Closed | -$2.94M | – | 450 |
|
|
2014
Q3 | $2.94M | Sell |
94,039
-1,070
| -1% | -$33.5K | 0.3% | 58 |
|
|
2014
Q2 | $2.92M | Buy |
95,109
+18,121
| +24% | +$555K | 0.29% | 56 |
|
|
2014
Q1 | $2.26M | Buy |
76,988
+23,513
| +44% | +$689K | 0.23% | 79 |
|
|
2013
Q4 | $1.54M | Buy |
53,475
+5,159
| +11% | +$149K | 0.15% | 122 |
|
|
2013
Q3 | $1.31M | Buy |
48,316
+33,180
| +219% | +$901K | 0.14% | 112 |
|
|
2013
Q2 | $370K | Buy |
+15,136
| New | +$370K | 0.05% | 246 |
|