DOHJ LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

DOHJ LLC’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
2023 Q1	–	Sell	-3,351	Closed	-$218K	–	93
2022 Q4	$218K	Buy	+3,351	New	+$217K	0.12%	85
2022 Q3	–	Sell	-3,310	Closed	-$211K	–	83
2022 Q2	$211K	Hold	3,310	–	–	0.12%	81
2022 Q1	$247K	Sell	3,310 -558	-14%	-$41.1K	0.12%	88
2021 Q4	$294K	Buy	3,868 +42	+1%	+$3.18K	0.13%	91
2021 Q3	$291K	Hold	3,826	–	–	0.14%	90
2021 Q2	$283K	Hold	3,826	–	–	0.15%	86
2021 Q1	$265K	Hold	3,826	–	–	0.15%	81
2020 Q4	$247K	Sell	3,826 -972	-20%	-$57.3K	0.15%	77
2020 Q3	$271K	Hold	4,798	–	–	0.17%	66
2020 Q2	$259K	Sell	4,798 -1,705	-26%	-$84.9K	0.18%	59
2020 Q1	$284K	Sell	6,503 -1,724	-21%	-$88.6K	0.28%	52
2019 Q4	$451K	Buy	+8,227	New	+$435K	0.4%	51

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

DOHJ LLC's MOAT Position: Q1 2023 in Review

DOHJ LLC sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2023, closing a stake of 3,351 shares — an estimated $218K sold.

DOHJ LLC first reported a position in MOAT in Q4 2019 and held it in 12 quarters. The position peaked at $451K in Q4 2019. 379 funds tracked by Wall St. Rank hold MOAT as of Q1 2023.

DOHJ LLC reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2023 after selling out during the quarter.
DOHJ LLC sold 3,351 VanEck Morningstar Wide Moat ETF shares in Q1 2023, an estimated $218K.
DOHJ LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 12 quarters.
DOHJ LLC's VanEck Morningstar Wide Moat ETF position peaked at $451K in Q4 2019.
379 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2023.

Based on DOHJ LLC's 13F filing for Q1 2023, filed 10 May 2023.