Crewe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
1,210
+28
| +2% | +$2.63K | 0.02% | 204 |
|
|
2025
Q1 | $104K | Sell |
1,182
-224
| -16% | -$19.7K | 0.01% | 196 |
|
|
2024
Q4 | $130K | Sell |
1,406
-727
| -34% | -$67.4K | 0.02% | 175 |
|
|
2024
Q3 | $207K | Sell |
2,133
-1,094
| -34% | -$106K | 0.02% | 144 |
|
|
2024
Q2 | $279K | Buy |
3,227
+449
| +16% | +$38.9K | 0.03% | 146 |
|
|
2024
Q1 | $250K | Sell |
2,778
-77
| -3% | -$6.92K | 0.03% | 149 |
|
|
2023
Q4 | $242K | Sell |
2,855
-777
| -21% | -$65.9K | 0.04% | 63 |
|
|
2023
Q3 | $275K | Sell |
3,632
-1,164
| -24% | -$88.3K | 0.05% | 62 |
|
|
2023
Q2 | $383K | Sell |
4,796
-1,194
| -20% | -$95.3K | 0.05% | 93 |
|
|
2023
Q1 | $442K | Sell |
5,990
-434
| -7% | -$32K | 0.06% | 90 |
|
|
2022
Q4 | $417K | Sell |
6,424
-1,553
| -19% | -$101K | 0.07% | 91 |
|
|
2022
Q3 | $479K | Buy |
7,977
+781
| +11% | +$46.9K | 0.09% | 77 |
|
|
2022
Q2 | $459K | Buy |
7,196
+711
| +11% | +$45.4K | 0.1% | 63 |
|
|
2022
Q1 | $484K | Buy |
+6,485
| New | +$484K | 0.09% | 53 |
|