Belpointe Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Sell |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $850K | Sell |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $683K | Sell |
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|
2024
Q1 | $954K | Buy |
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|
2023
Q4 | $698K | Buy |
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|
2023
Q3 | $610K | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $2.25M | Sell |
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|
2022
Q4 | $2.57M | Buy |
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|
2022
Q3 | $2.05M | Buy |
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|
2022
Q2 | $2.08M | Buy |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $2.01M | Buy |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $575K | Buy |
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|
2020
Q2 | $529K | Buy |
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|
2020
Q1 | $397K | Buy |
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|
2019
Q4 | $483K | Buy |
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|
2019
Q3 | $423K | Sell |
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|
2019
Q2 | $445K | Sell |
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|
2019
Q1 | $870K | Buy |
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|
2018
Q4 | $403K | Hold |
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|
2018
Q3 | $457K | Buy |
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|
2018
Q2 | $380K | Sell |
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|
2018
Q1 | $387K | Sell |
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|
2017
Q4 | $439K | Sell |
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|
2017
Q3 | $419K | Buy |
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