Betterment LLC’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 | $3.96M | Sell |
42,205
-35,877
| -46% | -$3.36M | 0.01% | 169 |
|
|
2025
Q1 | $6.87M | Buy |
78,082
+2,460
| +3% | +$216K | 0.02% | 130 |
|
|
2024
Q4 | $7.01M | Buy |
75,622
+2,348
| +3% | +$218K | 0.02% | 126 |
|
|
2024
Q3 | $7.1M | Buy |
73,274
+18,063
| +33% | +$1.75M | 0.02% | 121 |
|
|
2024
Q2 | $4.78M | Buy |
55,211
+45,644
| +477% | +$3.95M | 0.01% | 121 |
|
|
2024
Q1 | $860K | Buy |
9,567
+3,539
| +59% | +$318K | ﹤0.01% | 216 |
|
|
2023
Q4 | $512K | Buy |
6,028
+1,400
| +30% | +$119K | ﹤0.01% | 229 |
|
|
2023
Q3 | $351K | Buy |
+4,628
| New | +$351K | ﹤0.01% | 249 |
|
|
2022
Q2 | – | Sell |
-12,828
| Closed | -$958K | – | 234 |
|
|
2022
Q1 | $958K | Sell |
12,828
-86,487
| -87% | -$6.46M | ﹤0.01% | 143 |
|
|
2021
Q4 | $7.56M | Buy |
99,315
+13,617
| +16% | +$1.04M | 0.02% | 71 |
|
|
2021
Q3 | $6.28M | Buy |
85,698
+37,609
| +78% | +$2.75M | 0.02% | 71 |
|
|
2021
Q2 | $3.56M | Buy |
+48,089
| New | +$3.56M | 0.01% | 81 |
|