B. Riley Wealth Advisors’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 | $3.55M | Buy |
+37,891
| New | +$3.55M | 0.17% | 125 |
|
|
2024
Q4 | $5.3M | Sell |
57,193
-3,382
| -6% | -$314K | 0.17% | 133 |
|
|
2024
Q3 | $5.83M | Sell |
60,575
-5,179
| -8% | -$498K | 0.16% | 139 |
|
|
2024
Q2 | $5.69M | Buy |
65,754
+10,709
| +19% | +$928K | 0.15% | 147 |
|
|
2024
Q1 | $4.17M | Sell |
55,045
-7,691
| -12% | -$583K | 0.11% | 183 |
|
|
2023
Q4 | $5.32M | Buy |
62,736
+7,691
| +14% | +$653K | 0.14% | 165 |
|
|
2023
Q3 | $4.17M | Sell |
55,045
-5,242
| -9% | -$398K | 0.11% | 183 |
|
|
2023
Q2 | $4.81M | Buy |
60,287
+1,166
| +2% | +$93K | 0.11% | 191 |
|
|
2023
Q1 | $4.36M | Sell |
59,121
-1,305
| -2% | -$96.3K | 0.12% | 193 |
|
|
2022
Q4 | $3.92M | Buy |
60,426
+160
| +0.3% | +$10.4K | 0.11% | 201 |
|
|
2022
Q3 | $3.62M | Buy |
60,266
+9,794
| +19% | +$588K | 0.11% | 194 |
|
|
2022
Q2 | $3.22M | Buy |
50,472
+1,052
| +2% | +$67.1K | 0.14% | 159 |
|
|
2022
Q1 | $3.69M | Sell |
49,420
-24,067
| -33% | -$1.8M | 0.12% | 180 |
|
|
2021
Q4 | $5.59M | Sell |
73,487
-5,935
| -7% | -$452K | 0.16% | 134 |
|
|
2021
Q3 | $5.82M | Buy |
79,422
+14,193
| +22% | +$1.04M | 0.19% | 116 |
|
|
2021
Q2 | $4.83M | Buy |
65,229
+2,130
| +3% | +$158K | 0.16% | 152 |
|
|
2021
Q1 | $4.37M | Buy |
63,099
+36,303
| +135% | +$2.52M | 0.15% | 151 |
|
|
2020
Q4 | $1.66M | Buy |
26,796
+11,012
| +70% | +$683K | 0.09% | 230 |
|
|
2020
Q3 | $862K | Buy |
15,784
+11,147
| +240% | +$609K | 0.05% | 349 |
|
|
2020
Q2 | $242K | Sell |
4,637
-686
| -13% | -$35.8K | 0.02% | 697 |
|
|
2020
Q1 | $233K | Sell |
5,323
-612
| -10% | -$26.8K | 0.02% | 616 |
|
|
2019
Q4 | $326K | Sell |
5,935
-228
| -4% | -$12.5K | 0.03% | 565 |
|
|
2019
Q3 | $310K | Sell |
6,163
-166
| -3% | -$8.35K | 0.03% | 581 |
|
|
2019
Q2 | $304K | Buy |
6,329
+465
| +8% | +$22.3K | 0.03% | 558 |
|
|
2019
Q1 | $274K | Hold |
5,864
| – | – | 0.03% | 536 |
|
|
2018
Q4 | $242K | Buy |
5,864
+104
| +2% | +$4.29K | 0.03% | 510 |
|
|
2018
Q3 | $270K | Sell |
5,760
-300
| -5% | -$14.1K | 0.03% | 533 |
|
|
2018
Q2 | $264K | Buy |
6,060
+169
| +3% | +$7.36K | 0.03% | 517 |
|
|
2018
Q1 | $245K | Buy |
5,891
+421
| +8% | +$17.5K | 0.03% | 517 |
|
|
2017
Q4 | $233K | Sell |
5,470
-103
| -2% | -$4.39K | 0.03% | 534 |
|
|
2017
Q3 | $225K | Buy |
+5,573
| New | +$225K | 0.04% | 466 |
|
|
2015
Q1 | – | Sell |
-3,500
| Closed | -$109 | – | 1417 |
|
|
2014
Q4 | $109 | Buy |
+3,500
| New | +$109 | ﹤0.01% | 1669 |
|
|
2014
Q2 | – | Sell |
-3,500
| Closed | -$103K | – | 2457 |
|
|
2014
Q1 | $103K | Buy |
+3,500
| New | +$103K | 0.03% | 608 |
|