D.A. Davidson & Co’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 | $6.39M | Sell |
68,147
-671
| -1% | -$62.9K | 0.05% | 285 |
|
|
2025
Q1 | $6.06M | Buy |
68,818
+3,412
| +5% | +$300K | 0.05% | 283 |
|
|
2024
Q4 | $6.06M | Buy |
65,406
+1,019
| +2% | +$94.5K | 0.05% | 274 |
|
|
2024
Q3 | $6.24M | Buy |
64,387
+244
| +0.4% | +$23.7K | 0.05% | 271 |
|
|
2024
Q2 | $5.56M | Sell |
64,143
-1,046
| -2% | -$90.6K | 0.05% | 277 |
|
|
2024
Q1 | $5.86M | Buy |
65,189
+6,105
| +10% | +$549K | 0.05% | 264 |
|
|
2023
Q4 | $5.01M | Buy |
59,084
+50,279
| +571% | +$4.27M | 0.05% | 286 |
|
|
2023
Q3 | $668K | Buy |
+8,805
| New | +$668K | 0.01% | 808 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$19K | – | 1636 |
|
|
2017
Q2 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 1837 |
|