Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.5M | Buy |
232,406
+17,805
| +8% | +$1.85M | 0.02% | 398 |
|
|
2025
Q4 | $22.2M | Sell |
214,601
-10,802
| -5% | -$1.1M | 0.02% | 353 |
|
|
2025
Q3 | $22.3M | Sell |
225,403
-4,418
| -2% | -$431K | 0.02% | 337 |
|
|
2025
Q2 | $21.6M | Sell |
229,821
-15,734
| -6% | -$1.38M | 0.02% | 321 |
|
|
2025
Q1 | $21.6M | Buy |
245,555
+11,847
| +5% | +$1.09M | 0.02% | 305 |
|
|
2024
Q4 | $21.7M | Buy |
233,708
+81,702
| +54% | +$7.87M | 0.02% | 279 |
|
|
2024
Q3 | $14.7M | Buy |
152,006
+552
| +0.4% | +$50.5K | 0.01% | 341 |
|
|
2024
Q2 | $13.1M | Sell |
151,454
-168
| -0.1% | -$14.6K | 0.01% | 347 |
|
|
2024
Q1 | $13.6M | Buy |
151,622
+3,352
| +2% | +$288K | 0.02% | 332 |
|
|
2023
Q4 | $12.6M | Buy |
148,270
+43,482
| +41% | +$3.38M | 0.02% | 335 |
|
|
2023
Q3 | $7.95M | Sell |
104,788
-27,430
| -21% | -$2.18M | 0.01% | 413 |
|
|
2023
Q2 | $10.5M | Buy |
132,218
+3,931
| +3% | +$296K | 0.01% | 339 |
|
|
2023
Q1 | $9.47M | Buy |
128,287
+6,559
| +5% | +$466K | 0.01% | 351 |
|
|
2022
Q4 | $7.9M | Buy |
121,728
+64,887
| +114% | +$4.21M | 0.01% | 389 |
|
|
2022
Q3 | $3.41M | Sell |
56,841
-102,864
| -64% | -$6.92M | 0.01% | 537 |
|
|
2022
Q2 | $10.2M | Buy |
159,705
+117,247
| +276% | +$8.05M | 0.02% | 317 |
|
|
2022
Q1 | $3.17M | Sell |
42,458
-2,583
| -6% | -$190K | ﹤0.01% | 576 |
|
|
2021
Q4 | $3.43M | Sell |
45,041
-7,926
| -15% | -$601K | 0.01% | 525 |
|
|
2021
Q3 | $3.88M | Sell |
52,967
-13,213
| -20% | -$995K | 0.01% | 482 |
|
|
2021
Q2 | $4.9M | Buy |
66,180
+1,580
| +2% | +$115K | 0.01% | 413 |
|
|
2021
Q1 | $4.47M | Buy |
64,600
+57,642
| +828% | +$3.8M | 0.01% | 444 |
|
|
2020
Q4 | $431K | Sell |
6,958
-792
| -10% | -$46.7K | ﹤0.01% | 1402 |
|
|
2020
Q3 | $423K | Sell |
7,750
-245
| -3% | -$13.4K | ﹤0.01% | 1221 |
|
|
2020
Q2 | $418K | Sell |
7,995
-10,101
| -56% | -$503K | ﹤0.01% | 1123 |
|
|
2020
Q1 | $792K | Buy |
18,096
+5,845
| +48% | +$300K | ﹤0.01% | 738 |
|
|
2019
Q4 | $671K | Buy |
12,251
+243
| +2% | +$12.9K | ﹤0.01% | 966 |
|
|
2019
Q3 | $602K | Buy |
12,008
+1,152
| +11% | +$56.5K | ﹤0.01% | 967 |
|
|
2019
Q2 | $521K | Buy |
10,856
+4,002
| +58% | +$189K | ﹤0.01% | 1052 |
|
|
2019
Q1 | $320K | Sell |
6,854
-297
| -4% | -$13.4K | ﹤0.01% | 1298 |
|
|
2018
Q4 | $294K | Buy |
7,151
+652
| +10% | +$29K | ﹤0.01% | 1240 |
|
|
2018
Q3 | $304K | Sell |
6,499
-1,220
| -16% | -$55.7K | ﹤0.01% | 1388 |
|
|
2018
Q2 | $336K | Buy |
7,719
+1,220
| +19% | +$52K | ﹤0.01% | 1305 |
|
|
2018
Q1 | $270K | Buy |
6,499
+779
| +14% | +$33.8K | ﹤0.01% | 1405 |
|
|
2017
Q4 | $243K | Buy |
+5,720
| New | +$236K | ﹤0.01% | 1481 |
|
|
2017
Q3 | – | Sell |
-4,520
| Closed | -$179K | – | 2994 |
|
|
2017
Q2 | $179K | Sell |
4,520
-20,582
| -82% | -$790K | ﹤0.01% | 1588 |
|
|
2017
Q1 | $942K | Buy |
25,102
+20,156
| +408% | +$743K | 0.01% | 704 |
|
|
2016
Q4 | $172K | Buy |
4,946
+126
| +3% | +$4.34K | ﹤0.01% | 1486 |
|
|
2016
Q3 | $164K | Buy |
4,820
+2,098
| +77% | +$71.6K | ﹤0.01% | 1517 |
|
|
2016
Q2 | $89K | Buy |
2,722
+2,202
| +423% | +$70.9K | ﹤0.01% | 1745 |
|
|
2016
Q1 | $16K | Hold |
520
| – | – | ﹤0.01% | 2921 |
|
|
2015
Q4 | $15K | Buy |
520
+20
| +4% | +$595 | ﹤0.01% | 3037 |
|
|
2015
Q3 | $14K | Buy |
+500
| New | +$15K | ﹤0.01% | 2994 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$15K | – | 2264 |
|
|
2015
Q1 | $15K | Sell |
500
-200
| -29% | -$6.04K | ﹤0.01% | 2932 |
|
|
2014
Q4 | $22K | Buy |
700
+200
| +40% | +$6.26K | ﹤0.01% | 2584 |
|
|
2014
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 2671 |
|
|
2014
Q2 | $15K | Sell |
500
-592
| -54% | -$17.7K | ﹤0.01% | 2663 |
|
|
2014
Q1 | $32K | Sell |
1,092
-967
| -47% | -$27.7K | ﹤0.01% | 2096 |
|
|
2013
Q4 | $59K | Sell |
2,059
-328
| -14% | -$9.11K | ﹤0.01% | 1494 |
|
|
2013
Q3 | $65K | Buy |
2,387
+1,887
| +377% | +$49.4K | ﹤0.01% | 1367 |
|
|
2013
Q2 | $12K | Buy |
+500
| New | +$12.1K | ﹤0.01% | 2179 |
|
Other funds holding MOAT
MFIM
BFA
