Ausdal Financial Partners’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 | $598K | Sell |
6,380
-420
| -6% | -$39.4K | 0.04% | 387 |
|
|
2025
Q1 | $598K | Buy |
6,800
+595
| +10% | +$52.4K | 0.05% | 349 |
|
|
2024
Q4 | $575K | Buy |
6,205
+2,444
| +65% | +$227K | 0.05% | 323 |
|
|
2024
Q3 | $365K | Buy |
3,761
+298
| +9% | +$28.9K | 0.04% | 368 |
|
|
2024
Q2 | $300K | Sell |
3,463
-421
| -11% | -$36.5K | 0.03% | 393 |
|
|
2024
Q1 | $349K | Buy |
3,884
+1,247
| +47% | +$112K | 0.04% | 339 |
|
|
2023
Q4 | $224K | Buy |
+2,637
| New | +$224K | 0.03% | 405 |
|
|
2021
Q1 | – | Sell |
-3,364
| Closed | -$209K | – | 452 |
|
|
2020
Q4 | $209K | Buy |
+3,364
| New | +$209K | 0.04% | 381 |
|
|
2016
Q1 | – | Sell |
-411
| Closed | -$12K | – | 721 |
|
|
2015
Q4 | $12K | Buy |
+411
| New | +$12K | 0.01% | 861 |
|