Atria Wealth Solutions’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 | $6.41M | Sell |
68,191
-67,284
| -50% | -$6.33M | 0.15% | 165 |
|
|
2025
Q1 | $11.9M | Sell |
135,475
-19,302
| -12% | -$1.7M | 0.14% | 152 |
|
|
2024
Q4 | $14.4M | Sell |
154,777
-14,133
| -8% | -$1.31M | 0.16% | 136 |
|
|
2024
Q3 | $16.4M | Sell |
168,910
-14,419
| -8% | -$1.4M | 0.18% | 122 |
|
|
2024
Q2 | $15.9M | Buy |
183,329
+6,017
| +3% | +$521K | 0.18% | 120 |
|
|
2024
Q1 | $15.9M | Buy |
177,312
+50,404
| +40% | +$4.53M | 0.18% | 119 |
|
|
2023
Q4 | $10.8M | Buy |
126,908
+24,620
| +24% | +$2.09M | 0.13% | 157 |
|
|
2023
Q3 | $7.76M | Buy |
102,288
+32,053
| +46% | +$2.43M | 0.11% | 191 |
|
|
2023
Q2 | $5.6M | Buy |
70,235
+21,712
| +45% | +$1.73M | 0.08% | 252 |
|
|
2023
Q1 | $3.58M | Sell |
48,523
-7,572
| -13% | -$559K | 0.05% | 357 |
|
|
2022
Q4 | $3.64M | Buy |
56,095
+3,932
| +8% | +$255K | 0.06% | 331 |
|
|
2022
Q3 | $3.13M | Sell |
52,163
-4,381
| -8% | -$263K | 0.05% | 336 |
|
|
2022
Q2 | $3.6M | Buy |
56,544
+16,068
| +40% | +$1.02M | 0.07% | 288 |
|
|
2022
Q1 | $3.02M | Buy |
+40,476
| New | +$3.02M | 0.05% | 369 |
|