BDO Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

BDO Wealth Advisors’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$39.9K	Hold	500	–	–	﹤0.01%	475
2023 Q1	$36.9K	Hold	500	–	–	﹤0.01%	474
2022 Q4	$32.5K	Hold	500	–	–	﹤0.01%	483
2022 Q3	$30K	Hold	500	–	–	﹤0.01%	495
2022 Q2	$32K	Hold	500	–	–	﹤0.01%	481
2022 Q1	$37K	Hold	500	–	–	﹤0.01%	484
2021 Q4	$38K	Buy	+500	New	+$37.9K	﹤0.01%	491
2021 Q1	–	Sell	-60	Closed	-$4K	–	1223
2020 Q4	$4K	Hold	60	–	–	﹤0.01%	668
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	637
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	598
2020 Q1	$3K	Hold	60	–	–	﹤0.01%	650
2019 Q4	$3K	Hold	60	–	–	﹤0.01%	542
2019 Q3	$3K	Sell	60 -22	-27%	-$1.08K	﹤0.01%	578
2019 Q2	$4K	Buy	+82	New	+$3.88K	﹤0.01%	533

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BDO Wealth Advisors's MOAT Position: Q2 2023 in Review

BDO Wealth Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2023 at 500 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

BDO Wealth Advisors first reported a position in MOAT in Q2 2019 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold MOAT as of Q2 2023.

BDO Wealth Advisors held 500 shares of VanEck Morningstar Wide Moat ETF worth $39.9K as of Q2 2023.
BDO Wealth Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2023.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #475 holding.
BDO Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and has held it in 14 quarters since.
458 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.