Boston Family Office’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 | $5.5M | Sell |
58,641
-2,182
| -4% | -$205K | 0.37% | 65 |
|
|
2025
Q1 | $5.35M | Buy |
60,823
+12,749
| +27% | +$1.12M | 0.38% | 66 |
|
|
2024
Q4 | $4.46M | Buy |
48,074
+6,896
| +17% | +$639K | 0.31% | 73 |
|
|
2024
Q3 | $3.99M | Buy |
41,178
+1,129
| +3% | +$109K | 0.27% | 78 |
|
|
2024
Q2 | $3.47M | Buy |
40,049
+419
| +1% | +$36.3K | 0.25% | 84 |
|
|
2024
Q1 | $3.56M | Buy |
39,630
+5,876
| +17% | +$528K | 0.26% | 81 |
|
|
2023
Q4 | $2.87M | Buy |
33,754
+4,666
| +16% | +$396K | 0.22% | 90 |
|
|
2023
Q3 | $2.21M | Buy |
29,088
+4,326
| +17% | +$328K | 0.18% | 99 |
|
|
2023
Q2 | $1.98M | Buy |
24,762
+1,824
| +8% | +$146K | 0.15% | 113 |
|
|
2023
Q1 | $1.69M | Hold |
22,938
| – | – | 0.14% | 117 |
|
|
2022
Q4 | $1.49M | Buy |
22,938
+117
| +0.5% | +$7.6K | 0.12% | 128 |
|
|
2022
Q3 | $1.37M | Buy |
22,821
+3,756
| +20% | +$225K | 0.12% | 123 |
|
|
2022
Q2 | $1.22M | Buy |
19,065
+1,221
| +7% | +$77.8K | 0.1% | 134 |
|
|
2022
Q1 | $1.33M | Sell |
17,844
-4,695
| -21% | -$351K | 0.09% | 136 |
|
|
2021
Q4 | $1.72M | Sell |
22,539
-3,652
| -14% | -$278K | 0.11% | 129 |
|
|
2021
Q3 | $1.92M | Buy |
26,191
+2,865
| +12% | +$210K | 0.14% | 117 |
|
|
2021
Q2 | $1.73M | Buy |
23,326
+948
| +4% | +$70.2K | 0.12% | 131 |
|
|
2021
Q1 | $1.6M | Sell |
22,378
-914
| -4% | -$65.3K | 0.12% | 132 |
|
|
2020
Q4 | $1.44M | Sell |
23,292
-1,168
| -5% | -$72.4K | 0.11% | 136 |
|
|
2020
Q3 | $1.34M | Sell |
24,460
-595
| -2% | -$32.5K | 0.12% | 126 |
|
|
2020
Q2 | $1.31M | Buy |
25,055
+983
| +4% | +$51.4K | 0.13% | 125 |
|
|
2020
Q1 | $1.05M | Buy |
24,072
+1,178
| +5% | +$51.5K | 0.12% | 127 |
|
|
2019
Q4 | $1.25M | Buy |
22,894
+341
| +2% | +$18.7K | 0.12% | 135 |
|
|
2019
Q3 | $1.13M | Buy |
22,553
+1,093
| +5% | +$54.8K | 0.12% | 138 |
|
|
2019
Q2 | $1.03M | Buy |
21,460
+8,795
| +69% | +$423K | 0.11% | 142 |
|
|
2019
Q1 | $591K | Buy |
12,665
+6,115
| +93% | +$285K | 0.06% | 177 |
|
|
2018
Q4 | $270K | Sell |
6,550
-20
| -0.3% | -$824 | 0.03% | 227 |
|
|
2018
Q3 | $307K | Buy |
6,570
+555
| +9% | +$25.9K | 0.03% | 234 |
|
|
2018
Q2 | $262K | Sell |
6,015
-30
| -0.5% | -$1.31K | 0.03% | 236 |
|
|
2018
Q1 | $251K | Buy |
6,045
+1,260
| +26% | +$52.3K | 0.03% | 239 |
|
|
2017
Q4 | $203K | Buy |
+4,785
| New | +$203K | 0.02% | 255 |
|