Calton & Associates’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 | $901K | Sell |
9,608
-6,529
| -40% | -$612K | 0.16% | 124 |
|
|
2025
Q1 | $1.42M | Buy |
16,137
+13,917
| +627% | +$1.22M | 0.32% | 67 |
|
|
2024
Q4 | $206K | Sell |
2,220
-5,188
| -70% | -$481K | 0.09% | 187 |
|
|
2024
Q3 | $718K | Buy |
+7,408
| New | +$718K | 0.27% | 85 |
|
|
2024
Q2 | – | Sell |
-2,274
| Closed | -$204K | – | 198 |
|
|
2024
Q1 | $204K | Buy |
+2,274
| New | +$204K | 0.1% | 181 |
|
|
2023
Q4 | – | Sell |
-6,299
| Closed | -$478K | – | 265 |
|
|
2023
Q3 | $478K | Buy |
+6,299
| New | +$478K | 0.7% | 36 |
|
|
2018
Q1 | – | Sell |
-1,570
| Closed | -$71K | – | 922 |
|
|
2017
Q4 | $71K | Buy |
+1,570
| New | +$71K | 0.02% | 569 |
|