DHK Financial 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 | $2.5M | Hold |
26,666
| – | – | 1.44% | 13 |
|
|
2025
Q1 | $2.35M | Sell |
26,666
-34,350
| -56% | -$3.02M | 1.29% | 17 |
|
|
2024
Q4 | $5.66M | Buy |
61,016
+816
| +1% | +$75.7K | 3.43% | 6 |
|
|
2024
Q3 | $5.84M | Hold |
60,200
| – | – | 3.58% | 5 |
|
|
2024
Q2 | $5.21M | Sell |
60,200
-24,201
| -29% | -$2.1M | 3.64% | 5 |
|
|
2024
Q1 | $7.59M | Sell |
84,401
-8,920
| -10% | -$802K | 5.37% | 4 |
|
|
2023
Q4 | $7.92M | Buy |
93,321
+207
| +0.2% | +$17.6K | 5.94% | 4 |
|
|
2023
Q3 | $7.06M | Hold |
93,114
| – | – | 6.29% | 4 |
|
|
2023
Q2 | $7.43M | Buy |
93,114
+69,120
| +288% | +$5.52M | 6.32% | 4 |
|
|
2023
Q1 | $1.77M | Hold |
23,994
| – | – | 2.2% | 12 |
|
|
2022
Q4 | $1.56M | Buy |
23,994
+297
| +1% | +$19.3K | 2.16% | 12 |
|
|
2022
Q3 | $1.42M | Buy |
23,697
+1
| +0% | +$60 | 2.33% | 14 |
|
|
2022
Q2 | $1.51M | Hold |
23,696
| – | – | 1.44% | 19 |
|
|
2022
Q1 | $1.77M | Buy |
23,696
+6,110
| +35% | +$456K | 1.49% | 19 |
|
|
2021
Q4 | $1.34M | Buy |
+17,586
| New | +$1.34M | 1.26% | 20 |
|