CAPTRUST 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 | $3.28M | Sell |
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|
2025
Q1 | $3.29M | Sell |
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|
2024
Q4 | $3.86M | Buy |
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|
2024
Q3 | $3.84M | Sell |
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|
2024
Q2 | $3.57M | Sell |
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|
2024
Q1 | $27.5M | Sell |
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|
2023
Q4 | $26.4M | Sell |
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|
2023
Q3 | $25.5M | Buy |
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|
2023
Q2 | $26.4M | Buy |
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|
2023
Q1 | $942K | Hold |
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|
2022
Q4 | $829K | Buy |
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|
2022
Q3 | $765K | Buy |
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|
2022
Q2 | $785K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $920K | Sell |
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|
2021
Q3 | $888K | Sell |
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|
2021
Q2 | $977K | Hold |
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|
2021
Q1 | $914K | Hold |
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|
2020
Q4 | $818K | Buy |
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|
2020
Q3 | $717K | Buy |
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|
2020
Q2 | $629K | Sell |
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|
2020
Q1 | $2.58M | Sell |
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|
2019
Q4 | $3.42M | Buy |
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