Cahill Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.1M | Sell |
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|
2025
Q1 | $39.9M | Sell |
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|
2024
Q4 | $42.6M | Buy |
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|
2024
Q3 | $44.2M | Sell |
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|
2024
Q2 | $42.9M | Sell |
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|
2024
Q1 | $48.7M | Buy |
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|
2023
Q4 | $44.2M | Buy |
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|
2023
Q3 | $37.2M | Buy |
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|
2023
Q2 | $38.1M | Buy |
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|
2023
Q1 | $32.7M | Buy |
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|
2022
Q4 | $27.1M | Buy |
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|
2022
Q3 | $21.3M | Buy |
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|
2022
Q2 | $20.1M | Buy |
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|
2022
Q1 | $21.4M | Buy |
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|
2021
Q4 | $19M | Buy |
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|
2021
Q3 | $16.1M | Buy |
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|
2021
Q2 | $13.9M | Buy |
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|
2021
Q1 | $12.1M | Buy |
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|
2020
Q4 | $10.5M | Buy |
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|
2020
Q3 | $8.81M | Buy |
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|
2020
Q2 | $8.42M | Buy |
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|
2020
Q1 | $4.5M | Buy |
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|
2019
Q4 | $5.39M | Buy |
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|
2019
Q3 | $4.57M | Buy |
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|
2019
Q2 | $4.27M | Buy |
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|
2019
Q1 | $3.89M | Buy |
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|
2018
Q4 | $3.21M | Buy |
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|
2018
Q3 | $3.26M | Sell |
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|
2018
Q2 | $3.04M | Sell |
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|
2018
Q1 | $3.02M | Buy |
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|
2017
Q4 | $3.04M | Buy |
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|
2017
Q3 | $2.8M | Buy |
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|
2017
Q2 | $2.52M | Buy |
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|
2017
Q1 | $2.17M | Sell |
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|
2016
Q4 | $2.04M | Buy |
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|
2016
Q3 | $1.99M | Sell |
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|
2016
Q2 | $1.9M | Sell |
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|
2016
Q1 | $1.82M | Sell |
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|
2015
Q4 | $1.88M | Sell |
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|
2015
Q3 | $1.95M | Sell |
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|
2015
Q2 | $2.42M | Sell |
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|
2015
Q1 | $2.51M | Sell |
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|
2014
Q4 | $2.63M | Buy |
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|
2014
Q3 | $2.46M | Buy |
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|
2014
Q2 | $2.4M | Buy |
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|
2014
Q1 | $2.18M | Buy |
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|
2013
Q4 | $2.11M | Buy |
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