Autumn Glory 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 | $244K | Sell |
2,601
-5,520
| -68% | -$518K | 0.11% | 162 |
|
|
2025
Q1 | $715K | Hold |
8,121
| – | – | 0.35% | 85 |
|
|
2024
Q4 | $753K | Buy |
8,121
+210
| +3% | +$19.5K | 0.37% | 77 |
|
|
2024
Q3 | $768K | Sell |
7,911
-366
| -4% | -$35.5K | 0.3% | 91 |
|
|
2024
Q2 | $706K | Sell |
8,277
-7
| -0.1% | -$597 | 0.36% | 80 |
|
|
2024
Q1 | $745K | Sell |
8,284
-1,888
| -19% | -$170K | 0.36% | 76 |
|
|
2023
Q4 | $851K | Buy |
10,172
+704
| +7% | +$58.9K | 0.48% | 63 |
|
|
2023
Q3 | $718K | Buy |
9,468
+5,480
| +137% | +$416K | 0.44% | 68 |
|
|
2023
Q2 | $318K | Sell |
3,988
-5,368
| -57% | -$428K | 0.23% | 98 |
|
|
2023
Q1 | $691K | Buy |
9,356
+145
| +2% | +$10.7K | 0.59% | 50 |
|
|
2022
Q4 | $598K | Sell |
9,211
-5,516
| -37% | -$358K | 0.32% | 94 |
|
|
2022
Q3 | $883K | Buy |
14,727
+151
| +1% | +$9.05K | 0.6% | 58 |
|
|
2022
Q2 | $929K | Buy |
14,576
+2,833
| +24% | +$181K | 0.69% | 44 |
|
|
2022
Q1 | $877K | Buy |
11,743
+2,656
| +29% | +$198K | 0.51% | 72 |
|
|
2021
Q4 | $692K | Buy |
+9,087
| New | +$692K | 0.29% | 85 |
|