Cerity Partners’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 | $31.5M | Sell |
335,445
-4,179
| -1% | -$392K | 0.06% | 270 |
|
|
2025
Q1 | $29.9M | Sell |
339,624
-4,915
| -1% | -$433K | 0.06% | 259 |
|
|
2024
Q4 | $31.9M | Buy |
344,539
+432
| +0.1% | +$40.1K | 0.07% | 235 |
|
|
2024
Q3 | $33.4M | Sell |
344,107
-13,799
| -4% | -$1.34M | 0.07% | 227 |
|
|
2024
Q2 | $31M | Buy |
357,906
+9,899
| +3% | +$857K | 0.08% | 208 |
|
|
2024
Q1 | $31.3M | Buy |
348,007
+4,596
| +1% | +$413K | 0.08% | 221 |
|
|
2023
Q4 | $29.1M | Buy |
343,411
+100,182
| +41% | +$8.5M | 0.1% | 195 |
|
|
2023
Q3 | $18.4M | Sell |
243,229
-75,346
| -24% | -$5.71M | 0.09% | 203 |
|
|
2023
Q2 | $25.4M | Buy |
318,575
+4,227
| +1% | +$337K | 0.1% | 194 |
|
|
2023
Q1 | $23.2M | Buy |
314,348
+18,524
| +6% | +$1.37M | 0.05% | 222 |
|
|
2022
Q4 | $19.2M | Buy |
295,824
+210,886
| +248% | +$13.7M | 0.12% | 173 |
|
|
2022
Q3 | $5.1M | Sell |
84,938
-1,247
| -1% | -$74.8K | 0.06% | 229 |
|
|
2022
Q2 | $5.49M | Hold |
86,185
| – | – | 0.06% | 236 |
|
|
2022
Q1 | $6.44M | Buy |
86,185
+1,023
| +1% | +$76.4K | 0.1% | 168 |
|
|
2021
Q4 | $6.48M | Buy |
85,162
+1,465
| +2% | +$112K | 0.1% | 173 |
|
|
2021
Q3 | $6.13M | Sell |
83,697
-4,100
| -5% | -$300K | 0.13% | 140 |
|
|
2021
Q2 | $6.5M | Sell |
87,797
-100
| -0.1% | -$7.41K | 0.14% | 136 |
|
|
2021
Q1 | $6.09M | Hold |
87,897
| – | – | 0.14% | 135 |
|
|
2020
Q4 | $5.45M | Hold |
87,897
| – | – | 0.17% | 116 |
|
|
2020
Q3 | $4.8M | Sell |
87,897
-2,600
| -3% | -$142K | 0.2% | 101 |
|
|
2020
Q2 | $4.73M | Sell |
90,497
-16,800
| -16% | -$877K | 0.26% | 77 |
|
|
2020
Q1 | $4.69M | Sell |
107,297
-18,800
| -15% | -$822K | 0.3% | 70 |
|
|
2019
Q4 | $6.91M | Buy |
126,097
+1,800
| +1% | +$98.6K | 0.35% | 58 |
|
|
2019
Q3 | $6.23M | Sell |
124,297
-82,997
| -40% | -$4.16M | 0.37% | 64 |
|
|
2019
Q2 | $9.96M | Buy |
+207,294
| New | +$9.96M | 0.63% | 35 |
|