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Csenge Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Csenge Advisory Group’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,893
Closed -$1.61M – 724
2024
Q1 		$1.61M Sell
17,893
-1,766
-9% -$152K 0.09% 180
2023
Q4 		$1.67M Sell
19,659
-79
-0.4% -$6.13K 0.1% 162
2023
Q3 		$1.5M Sell
19,738
-13,768
-41% -$1.1M 0.1% 165
2023
Q2 		$2.67M Buy
33,506
+480
+1% +$36.1K 0.18% 104
2023
Q1 		$2.44M Sell
33,026
-3,017
-8% -$214K 0.18% 108
2022
Q4 		$2.34M Sell
36,043
-908
-2% -$58.9K 0.18% 104
2022
Q3 		$2.22M Sell
36,951
-2,830
-7% -$190K 0.18% 100
2022
Q2 		$2.54M Sell
39,781
-4,440
-10% -$305K 0.21% 98
2022
Q1 		$3.3M Buy
44,221
+1,943
+5% +$143K 0.26% 71
2021
Q4 		$3.15M Buy
42,278
+3,896
+10% +$295K 0.28% 70
2021
Q3 		$2.85M Sell
38,382
-3,896
-9% -$293K 0.24% 83
2021
Q2 		$3.15M Buy
42,278
+29,627
+234% +$2.16M 0.28% 70
2021
Q1 		$901K Sell
12,651
-1,232
-9% -$81.2K 0.09% 176
2020
Q4 		$861K Sell
13,883
-6,700
-33% -$395K 0.1% 151
2020
Q3 		$1.13M Sell
20,583
-182,394
-90% -$9.97M 0.16% 111
2020
Q2 		$10.6M Buy
202,977
+130,532
+180% +$6.5M 1.52% 12
2020
Q1 		$3.17M Buy
+72,445
New +$3.72M 0.83% 21

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Csenge Advisory Group's MOAT Position: Q2 2024 in Review

Csenge Advisory Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2024, closing a stake of 17,893 shares — an estimated $1.61M sold.

Csenge Advisory Group first reported a position in MOAT in Q1 2020 and held it in 17 quarters. The position peaked at $10.6M in Q2 2020. 658 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

  • Csenge Advisory Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 17,893 VanEck Morningstar Wide Moat ETF shares in Q2 2024, an estimated $1.61M.
  • Csenge Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and held it in 17 quarters.
  • Csenge Advisory Group's VanEck Morningstar Wide Moat ETF position peaked at $10.6M in Q2 2020.
  • 658 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

Based on Csenge Advisory Group's 13F filing for Q2 2024, filed 10 Jul 2024.