Cetera Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $9.5M | Buy |
105,640
+59,400
| +128% | +$5.34M | 0.07% | 265 |
|
|
2023
Q4 | $3.92M | Buy |
46,240
+5,234
| +13% | +$444K | 0.05% | 338 |
|
|
2023
Q3 | $3.11M | Buy |
41,006
+5,538
| +16% | +$420K | 0.05% | 348 |
|
|
2023
Q2 | $2.83M | Buy |
35,468
+2,995
| +9% | +$239K | 0.04% | 368 |
|
|
2023
Q1 | $2.4M | Buy |
32,473
+1,937
| +6% | +$143K | 0.04% | 398 |
|
|
2022
Q4 | $1.98M | Buy |
30,536
+7,713
| +34% | +$501K | 0.04% | 446 |
|
|
2022
Q3 | $1.37M | Buy |
22,823
+862
| +4% | +$51.7K | 0.04% | 454 |
|
|
2022
Q2 | $1.4M | Buy |
21,961
+2,547
| +13% | +$162K | 0.03% | 476 |
|
|
2022
Q1 | $1.45M | Buy |
19,414
+2,063
| +12% | +$154K | 0.03% | 492 |
|
|
2021
Q4 | $1.32M | Buy |
17,351
+1,964
| +13% | +$150K | 0.03% | 505 |
|
|
2021
Q3 | $1.13M | Buy |
15,387
+710
| +5% | +$52K | 0.02% | 569 |
|
|
2021
Q2 | $1.09M | Buy |
14,677
+512
| +4% | +$37.9K | 0.03% | 518 |
|
|
2021
Q1 | $981K | Buy |
14,165
+632
| +5% | +$43.8K | 0.03% | 492 |
|
|
2020
Q4 | $839K | Sell |
13,533
-27
| -0.2% | -$1.67K | 0.03% | 469 |
|
|
2020
Q3 | $740K | Buy |
13,560
+186
| +1% | +$10.2K | 0.03% | 440 |
|
|
2020
Q2 | $699K | Buy |
13,374
+2,079
| +18% | +$109K | 0.03% | 448 |
|
|
2020
Q1 | $494K | Buy |
11,295
+5,095
| +82% | +$223K | 0.03% | 471 |
|
|
2019
Q4 | $339K | Buy |
+6,200
| New | +$339K | 0.01% | 671 |
|
|
2019
Q2 | – | Sell |
-2,061
| Closed | -$96K | – | 1147 |
|
|
2019
Q1 | $96K | Buy |
+2,061
| New | +$96K | ﹤0.01% | 900 |
|