Corient Private Wealth’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 | $15.1M | Buy |
161,062
+62,024
| +63% | +$5.82M | 0.02% | 476 |
|
|
2025
Q1 | $8.72M | Sell |
99,038
-18,912
| -16% | -$1.66M | 0.01% | 545 |
|
|
2024
Q4 | $10.8M | Sell |
117,950
-805
| -0.7% | -$73.6K | 0.02% | 496 |
|
|
2024
Q3 | $11.5M | Sell |
118,755
-4,755
| -4% | -$461K | 0.02% | 510 |
|
|
2024
Q2 | $10.7M | Sell |
123,510
-1,301
| -1% | -$113K | 0.02% | 513 |
|
|
2024
Q1 | $11.2M | Buy |
124,811
+9,972
| +9% | +$896K | 0.02% | 499 |
|
|
2023
Q4 | $9.75M | Buy |
114,839
+5,737
| +5% | +$487K | 0.02% | 529 |
|
|
2023
Q3 | $8.27M | Buy |
109,102
+7,418
| +7% | +$563K | 0.02% | 517 |
|
|
2023
Q2 | $8.11M | Buy |
101,684
+12,128
| +14% | +$968K | 0.02% | 507 |
|
|
2023
Q1 | $6.61M | Buy |
89,556
+5,864
| +7% | +$433K | 0.02% | 518 |
|
|
2022
Q4 | $5.43M | Buy |
+83,692
| New | +$5.43M | 0.02% | 477 |
|