DBIA
Dumont & Blake Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
13,736
+184
| +1% | +$17.3K | 0.34% | 78 |
|
|
2025
Q1 | $1.19M | Sell |
13,552
-5,732
| -30% | -$504K | 0.33% | 77 |
|
|
2024
Q4 | $1.79M | Buy |
19,284
+1,130
| +6% | +$105K | 0.48% | 59 |
|
|
2024
Q3 | $1.76M | Sell |
18,154
-17,519
| -49% | -$1.7M | 0.47% | 57 |
|
|
2024
Q2 | $3.09M | Buy |
35,673
+18,832
| +112% | +$1.63M | 0.44% | 64 |
|
|
2024
Q1 | $1.51M | Buy |
16,841
+4,183
| +33% | +$376K | 0.44% | 64 |
|
|
2023
Q4 | $1.07M | Buy |
12,658
+4,077
| +48% | +$346K | 0.33% | 83 |
|
|
2023
Q3 | $651K | Buy |
8,581
+1,459
| +20% | +$111K | 0.22% | 111 |
|
|
2023
Q2 | $568K | Hold |
7,122
| – | – | 0.18% | 120 |
|
|
2023
Q1 | $526K | Hold |
7,122
| – | – | 0.18% | 124 |
|
|
2022
Q4 | $462K | Buy |
7,122
+299
| +4% | +$19.4K | 0.16% | 132 |
|
|
2022
Q3 | $409K | Hold |
6,823
| – | – | 0.15% | 136 |
|
|
2022
Q2 | $435K | Sell |
6,823
-579
| -8% | -$36.9K | 0.14% | 138 |
|
|
2022
Q1 | $553K | Buy |
+7,402
| New | +$553K | 0.15% | 137 |
|