Capital Analysts 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 | $94K | Hold |
1,001
| – | – | ﹤0.01% | 684 |
|
|
2025
Q1 | $88K | Sell |
1,001
-27
| -3% | -$2.37K | ﹤0.01% | 669 |
|
|
2024
Q4 | $95K | Buy |
1,028
+225
| +28% | +$20.8K | ﹤0.01% | 622 |
|
|
2024
Q3 | $78K | Sell |
803
-1,754
| -69% | -$170K | ﹤0.01% | 633 |
|
|
2024
Q2 | $221K | Sell |
2,557
-134
| -5% | -$11.6K | 0.01% | 445 |
|
|
2024
Q1 | $242K | Buy |
2,691
+611
| +29% | +$54.9K | 0.01% | 409 |
|
|
2023
Q4 | $177K | Buy |
2,080
+1,266
| +156% | +$108K | 0.01% | 435 |
|
|
2023
Q3 | $62K | Buy |
814
+137
| +20% | +$10.4K | ﹤0.01% | 565 |
|
|
2023
Q2 | $54K | Buy |
+677
| New | +$54K | ﹤0.01% | 570 |
|
|
2023
Q1 | – | Sell |
-60,066
| Closed | -$3.9M | – | 1038 |
|
|
2022
Q4 | $3.9M | Buy |
60,066
+4,813
| +9% | +$312K | 0.24% | 85 |
|
|
2022
Q3 | $3.32M | Buy |
55,253
+5,672
| +11% | +$340K | 0.23% | 92 |
|
|
2022
Q2 | $3.16M | Buy |
49,581
+2,146
| +5% | +$137K | 0.22% | 97 |
|
|
2022
Q1 | $3.54M | Buy |
47,435
+2,000
| +4% | +$149K | 0.22% | 97 |
|
|
2021
Q4 | $3.46M | Buy |
45,435
+10,314
| +29% | +$785K | 0.21% | 98 |
|
|
2021
Q3 | $2.57M | Buy |
35,121
+4,007
| +13% | +$294K | 0.17% | 122 |
|
|
2021
Q2 | $2.3M | Buy |
31,114
+4,030
| +15% | +$298K | 0.15% | 131 |
|
|
2021
Q1 | $1.88M | Buy |
27,084
+14,597
| +117% | +$1.01M | 0.13% | 148 |
|
|
2020
Q4 | $774K | Buy |
12,487
+1,965
| +19% | +$122K | 0.07% | 171 |
|
|
2020
Q3 | $574K | Hold |
10,522
| – | – | 0.05% | 182 |
|
|
2020
Q2 | $550K | Buy |
+10,522
| New | +$550K | 0.06% | 174 |
|
|
2019
Q2 | – | Sell |
-650
| Closed | -$30K | – | 701 |
|
|
2019
Q1 | $30K | Buy |
+650
| New | +$30K | ﹤0.01% | 404 |
|