Belpointe Asset Management’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 | $454K | Sell |
4,838
-1,270
| -21% | -$119K | 0.02% | 607 |
|
|
2025
Q1 | $538K | Sell |
6,108
-2,812
| -32% | -$247K | 0.03% | 542 |
|
|
2024
Q4 | $850K | Sell |
8,920
-2,304
| -21% | -$220K | 0.05% | 360 |
|
|
2024
Q3 | $1.09M | Buy |
11,224
+3,336
| +42% | +$323K | 0.07% | 291 |
|
|
2024
Q2 | $683K | Sell |
7,888
-2,719
| -26% | -$235K | 0.05% | 376 |
|
|
2024
Q1 | $954K | Buy |
10,607
+2,388
| +29% | +$215K | 0.07% | 280 |
|
|
2023
Q4 | $698K | Buy |
8,219
+180
| +2% | +$15.3K | 0.06% | 286 |
|
|
2023
Q3 | $610K | Sell |
8,039
-9,877
| -55% | -$749K | 0.06% | 287 |
|
|
2023
Q2 | $1.43M | Sell |
17,916
-12,542
| -41% | -$1M | 0.15% | 135 |
|
|
2023
Q1 | $2.25M | Sell |
30,458
-9,180
| -23% | -$678K | 0.12% | 173 |
|
|
2022
Q4 | $2.57M | Buy |
39,638
+5,455
| +16% | +$354K | 0.16% | 130 |
|
|
2022
Q3 | $2.05M | Buy |
34,183
+1,583
| +5% | +$95K | 0.14% | 151 |
|
|
2022
Q2 | $2.08M | Buy |
32,600
+5,178
| +19% | +$330K | 0.14% | 157 |
|
|
2022
Q1 | $2.05M | Buy |
27,422
+990
| +4% | +$74K | 0.12% | 172 |
|
|
2021
Q4 | $2.01M | Buy |
26,432
+5,751
| +28% | +$438K | 0.13% | 161 |
|
|
2021
Q3 | $1.52M | Buy |
20,681
+738
| +4% | +$54.1K | 0.1% | 207 |
|
|
2021
Q2 | $1.48M | Buy |
19,943
+254
| +1% | +$18.8K | 0.11% | 209 |
|
|
2021
Q1 | $1.36M | Sell |
19,689
-1,944
| -9% | -$135K | 0.12% | 190 |
|
|
2020
Q4 | $1.34M | Buy |
21,633
+11,097
| +105% | +$688K | 0.12% | 189 |
|
|
2020
Q3 | $575K | Buy |
10,536
+408
| +4% | +$22.3K | 0.06% | 305 |
|
|
2020
Q2 | $529K | Buy |
10,128
+1,042
| +11% | +$54.4K | 0.07% | 289 |
|
|
2020
Q1 | $397K | Buy |
9,086
+270
| +3% | +$11.8K | 0.07% | 284 |
|
|
2019
Q4 | $483K | Buy |
8,816
+375
| +4% | +$20.5K | 0.06% | 327 |
|
|
2019
Q3 | $423K | Sell |
8,441
-830
| -9% | -$41.6K | 0.07% | 318 |
|
|
2019
Q2 | $445K | Sell |
9,271
-13,704
| -60% | -$658K | 0.09% | 255 |
|
|
2019
Q1 | $870K | Buy |
22,975
+13,190
| +135% | +$499K | 0.17% | 102 |
|
|
2018
Q4 | $403K | Hold |
9,785
| – | – | 0.1% | 215 |
|
|
2018
Q3 | $457K | Buy |
9,785
+1,050
| +12% | +$49K | 0.07% | 280 |
|
|
2018
Q2 | $380K | Sell |
8,735
-600
| -6% | -$26.1K | 0.11% | 220 |
|
|
2018
Q1 | $387K | Sell |
9,335
-1,000
| -10% | -$41.5K | 0.11% | 205 |
|
|
2017
Q4 | $439K | Sell |
10,335
-50
| -0.5% | -$2.12K | 0.1% | 259 |
|
|
2017
Q3 | $419K | Buy |
+10,385
| New | +$419K | 0.1% | 239 |
|