Brighton Jones 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 | $486K | Buy |
5,184
+141
| +3% | +$13.2K | 0.01% | 545 |
|
|
2025
Q1 | $444K | Sell |
5,043
-652
| -11% | -$57.4K | 0.01% | 420 |
|
|
2024
Q4 | $528K | Buy |
+5,695
| New | +$528K | 0.02% | 374 |
|
|
2024
Q3 | – | Sell |
-5,408
| Closed | -$468K | – | 639 |
|
|
2024
Q2 | $468K | Buy |
5,408
+200
| +4% | +$17.3K | 0.02% | 365 |
|
|
2024
Q1 | $468K | Sell |
5,208
-286
| -5% | -$25.7K | 0.02% | 362 |
|
|
2023
Q4 | $466K | Sell |
5,494
-177
| -3% | -$15K | 0.02% | 335 |
|
|
2023
Q3 | $430K | Buy |
5,671
+177
| +3% | +$13.4K | 0.02% | 321 |
|
|
2023
Q2 | $438K | Sell |
5,494
-172
| -3% | -$13.7K | 0.02% | 315 |
|
|
2023
Q1 | $418K | Hold |
5,666
| – | – | 0.02% | 318 |
|
|
2022
Q4 | $368K | Buy |
5,666
+1
| +0% | +$65 | 0.02% | 293 |
|
|
2022
Q3 | $340K | Sell |
5,665
-478
| -8% | -$28.7K | 0.02% | 310 |
|
|
2022
Q2 | $392K | Sell |
6,143
-615
| -9% | -$39.2K | 0.02% | 288 |
|
|
2022
Q1 | $505K | Buy |
6,758
+81
| +1% | +$6.05K | 0.02% | 275 |
|
|
2021
Q4 | $508K | Buy |
6,677
+1
| +0% | +$76 | 0.02% | 279 |
|
|
2021
Q3 | $489K | Hold |
6,676
| – | – | 0.03% | 275 |
|
|
2021
Q2 | $494K | Buy |
6,676
+344
| +5% | +$25.5K | 0.03% | 257 |
|
|
2021
Q1 | $439K | Hold |
6,332
| – | – | 0.03% | 247 |
|
|
2020
Q4 | $393K | Sell |
6,332
-516
| -8% | -$32K | 0.02% | 248 |
|
|
2020
Q3 | $374K | Hold |
6,848
| – | – | 0.03% | 224 |
|
|
2020
Q2 | $358K | Buy |
6,848
+502
| +8% | +$26.2K | 0.03% | 201 |
|
|
2020
Q1 | $278K | Hold |
6,346
| – | – | 0.03% | 219 |
|
|
2019
Q4 | $348K | Buy |
6,346
+1,747
| +38% | +$95.8K | 0.04% | 218 |
|
|
2019
Q3 | $231K | Hold |
4,599
| – | – | 0.03% | 269 |
|
|
2019
Q2 | $221K | Hold |
4,599
| – | – | 0.03% | 270 |
|
|
2019
Q1 | $215K | Buy |
+4,599
| New | +$215K | 0.03% | 280 |
|