Beacon Pointe 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 | $4.63M | Buy |
49,401
+1,184
| +2% | +$111K | 0.05% | 326 |
|
|
2025
Q1 | $4.24M | Sell |
48,217
-1,488
| -3% | -$131K | 0.05% | 332 |
|
|
2024
Q4 | $4.61M | Sell |
49,705
-68
| -0.1% | -$6.31K | 0.05% | 302 |
|
|
2024
Q3 | $4.83M | Buy |
49,773
+1,532
| +3% | +$149K | 0.06% | 297 |
|
|
2024
Q2 | $4.18M | Sell |
48,241
-73
| -0.2% | -$6.32K | 0.05% | 323 |
|
|
2024
Q1 | $4.34M | Buy |
48,314
+1,061
| +2% | +$95.4K | 0.05% | 319 |
|
|
2023
Q4 | $4.01M | Buy |
47,253
+520
| +1% | +$44.1K | 0.05% | 331 |
|
|
2023
Q3 | $3.54M | Sell |
46,733
-103
| -0.2% | -$7.81K | 0.04% | 339 |
|
|
2023
Q2 | $3.74M | Sell |
46,836
-1,780
| -4% | -$142K | 0.06% | 268 |
|
|
2023
Q1 | $3.59M | Sell |
48,616
-258
| -0.5% | -$19K | 0.06% | 273 |
|
|
2022
Q4 | $3.17M | Buy |
48,874
+1,199
| +3% | +$77.8K | 0.06% | 272 |
|
|
2022
Q3 | $2.86M | Sell |
47,675
-314
| -0.7% | -$18.8K | 0.06% | 247 |
|
|
2022
Q2 | $3.06M | Sell |
47,989
-680
| -1% | -$43.3K | 0.06% | 253 |
|
|
2022
Q1 | $3.64M | Sell |
48,669
-9,360
| -16% | -$699K | 0.05% | 316 |
|
|
2021
Q4 | $4.42M | Sell |
58,029
-999
| -2% | -$76K | 0.12% | 155 |
|
|
2021
Q3 | $4.32M | Buy |
59,028
+103
| +0.2% | +$7.55K | 0.11% | 186 |
|
|
2021
Q2 | $4.36M | Hold |
58,925
| – | – | 0.15% | 132 |
|
|
2021
Q1 | $4.08M | Buy |
+58,925
| New | +$4.08M | 0.25% | 81 |
|