Cozad Asset Management’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 | $1.36M | Sell |
14,518
-890
| -6% | -$83.5K | 0.12% | 173 |
|
|
2025
Q1 | $1.36M | Hold |
15,408
| – | – | 0.14% | 159 |
|
|
2024
Q4 | $1.43M | Buy |
15,408
+100
| +0.7% | +$9.27K | 0.13% | 158 |
|
|
2024
Q3 | $1.48M | Hold |
15,308
| – | – | 0.14% | 159 |
|
|
2024
Q2 | $1.33M | Buy |
15,308
+645
| +4% | +$55.9K | 0.13% | 166 |
|
|
2024
Q1 | $1.32M | Buy |
14,663
+3,054
| +26% | +$275K | 0.14% | 166 |
|
|
2023
Q4 | $985K | Buy |
11,609
+4,305
| +59% | +$365K | 0.11% | 179 |
|
|
2023
Q3 | $554K | Buy |
7,304
+1,544
| +27% | +$117K | 0.07% | 226 |
|
|
2023
Q2 | $460K | Buy |
+5,760
| New | +$460K | 0.06% | 255 |
|