Avantax Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.6M | Sell |
774,216
-43,832
| -5% | -$3.85M | 0.4% | 34 |
|
|
2025
Q1 | $72M | Sell |
818,048
-51,791
| -6% | -$4.77M | 0.44% | 32 |
|
|
2024
Q4 | $80.7M | Buy |
869,839
+134,193
| +18% | +$12.9M | 0.51% | 27 |
|
|
2024
Q3 | $71.3M | Buy |
735,646
+394,658
| +116% | +$36.1M | 0.47% | 29 |
|
|
2024
Q2 | $29.5M | Buy |
340,988
+234,277
| +220% | +$20.4M | 0.21% | 73 |
|
|
2024
Q1 | $9.59M | Buy |
106,711
+6,277
| +6% | +$539K | 0.09% | 182 |
|
|
2023
Q4 | $8.52M | Buy |
100,434
+464
| +0.5% | +$36K | 0.08% | 187 |
|
|
2023
Q3 | $7.58M | Buy |
99,970
+35,741
| +56% | +$2.85M | 0.08% | 183 |
|
|
2023
Q2 | $5.12M | Buy |
64,229
+1,840
| +3% | +$138K | 0.06% | 248 |
|
|
2023
Q1 | $4.61M | Buy |
62,389
+10,664
| +21% | +$757K | 0.06% | 262 |
|
|
2022
Q4 | $3.36M | Buy |
51,725
+1,597
| +3% | +$104K | 0.04% | 303 |
|
|
2022
Q3 | $3.01M | Buy |
50,128
+96
| +0.2% | +$6.46K | 0.05% | 297 |
|
|
2022
Q2 | $3.19M | Buy |
50,032
+1,846
| +4% | +$127K | 0.05% | 280 |
|
|
2022
Q1 | $3.6M | Buy |
48,186
+7,806
| +19% | +$575K | 0.05% | 264 |
|
|
2021
Q4 | $3.07M | Sell |
40,380
-6,735
| -14% | -$510K | 0.05% | 288 |
|
|
2021
Q3 | $3.45M | Buy |
47,115
+4,964
| +12% | +$374K | 0.06% | 243 |
|
|
2021
Q2 | $3.11M | Sell |
42,151
-673
| -2% | -$49K | 0.06% | 248 |
|
|
2021
Q1 | $2.97M | Sell |
42,824
-378
| -0.9% | -$24.9K | 0.06% | 228 |
|
|
2020
Q4 | $2.68M | Buy |
43,202
+3,620
| +9% | +$213K | 0.06% | 211 |
|
|
2020
Q3 | $2.17M | Buy |
39,582
+18,364
| +87% | +$1M | 0.03% | 352 |
|
|
2020
Q2 | $1.11M | Buy |
21,218
+6,416
| +43% | +$320K | 0.03% | 323 |
|
|
2020
Q1 | $647K | Sell |
14,802
-10,469
| -41% | -$538K | 0.02% | 383 |
|
|
2019
Q4 | $1.39M | Buy |
+25,271
| New | +$1.34M | 0.03% | 276 |
|
Other funds holding MOAT
MFIM
BFA
