Buttonwood Financial Advisors’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 | $25.1M | Sell |
267,249
-6,083
| -2% | -$571K | 10.06% | 1 |
|
|
2025
Q1 | $24.1M | Buy |
273,332
+17,335
| +7% | +$1.53M | 10.57% | 1 |
|
|
2024
Q4 | $23.7M | Buy |
255,997
+12,119
| +5% | +$1.12M | 10.44% | 1 |
|
|
2024
Q3 | $23.6M | Buy |
243,878
+26,783
| +12% | +$2.6M | 10.31% | 1 |
|
|
2024
Q2 | $18.8M | Buy |
217,095
+22,268
| +11% | +$1.93M | 8.87% | 1 |
|
|
2024
Q1 | $17.5M | Buy |
194,827
+9,229
| +5% | +$830K | 8.24% | 1 |
|
|
2023
Q4 | $15.8M | Buy |
185,598
+27,104
| +17% | +$2.3M | 8.58% | 1 |
|
|
2023
Q3 | $12M | Buy |
158,494
+16,237
| +11% | +$1.23M | 7.62% | 1 |
|
|
2023
Q2 | $11.4M | Buy |
142,257
+17,390
| +14% | +$1.39M | 7.11% | 2 |
|
|
2023
Q1 | $9.22M | Buy |
124,867
+6,416
| +5% | +$474K | 7.15% | 2 |
|
|
2022
Q4 | $7.69M | Buy |
118,451
+1,548
| +1% | +$100K | 6.47% | 3 |
|
|
2022
Q3 | $7.07M | Buy |
116,903
+26,334
| +29% | +$1.59M | 6.38% | 4 |
|
|
2022
Q2 | $5.77M | Buy |
90,569
+24,385
| +37% | +$1.55M | 5.21% | 5 |
|
|
2022
Q1 | $4.94M | Buy |
66,184
+10,371
| +19% | +$775K | 4.46% | 6 |
|
|
2021
Q4 | $4.25M | Buy |
+55,813
| New | +$4.25M | 4.15% | 7 |
|