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Bogart Wealth LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bogart Wealth LLC’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
2022
Q4 		– Sell
-72
Closed -$4K – 1143
2022
Q3 		$4K Buy
+72
New +$4.84K ﹤0.01% 733

Other funds holding MOAT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bogart Wealth LLC's MOAT Position: Q4 2022 in Review

Bogart Wealth LLC sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2022, closing a stake of 72 shares — an estimated $4K sold.

Bogart Wealth LLC first reported a position in MOAT in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 375 funds tracked by Wall St. Rank hold MOAT as of Q4 2022.

  • Bogart Wealth LLC reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 72 VanEck Morningstar Wide Moat ETF shares in Q4 2022, an estimated $4K.
  • Bogart Wealth LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's VanEck Morningstar Wide Moat ETF position peaked at $4K in Q3 2022.
  • 375 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.