Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-351,907
| Closed | -$28.1M | – | 275 |
|
|
2023
Q2 | $28.1M | Sell |
351,907
-2,610
| -0.7% | -$208K | 2.13% | 8 |
|
|
2023
Q1 | $26.2M | Sell |
354,517
-12,608
| -3% | -$931K | 2.1% | 8 |
|
|
2022
Q4 | $23.8M | Sell |
367,125
-2,707
| -0.7% | -$176K | 2.02% | 9 |
|
|
2022
Q3 | $22.2M | Buy |
369,832
+8,440
| +2% | +$506K | 2.08% | 9 |
|
|
2022
Q2 | $23M | Sell |
361,392
-12,500
| -3% | -$797K | 2.1% | 8 |
|
|
2022
Q1 | $27.9M | Buy |
373,892
+28,028
| +8% | +$2.09M | 2.27% | 7 |
|
|
2021
Q4 | $26.3M | Buy |
345,864
+11,369
| +3% | +$865K | 2.12% | 9 |
|
|
2021
Q3 | $24.5M | Buy |
334,495
+27,465
| +9% | +$2.01M | 2.17% | 8 |
|
|
2021
Q2 | $22.7M | Buy |
307,030
+32,310
| +12% | +$2.39M | 2.02% | 10 |
|
|
2021
Q1 | $19M | Buy |
274,720
+52,487
| +24% | +$3.64M | 1.85% | 12 |
|
|
2020
Q4 | $13.8M | Buy |
+222,233
| New | +$13.8M | 1.38% | 14 |
|