Envestnet Portfolio Solutions’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 | $3.04M | Sell |
32,420
-35,211
| -52% | -$3.3M | 0.01% | 456 |
|
|
2025
Q1 | $5.95M | Sell |
67,631
-2,579
| -4% | -$227K | 0.02% | 319 |
|
|
2024
Q4 | $6.51M | Buy |
70,210
+2,869
| +4% | +$266K | 0.02% | 343 |
|
|
2024
Q3 | $6.53M | Sell |
67,341
-14,952
| -18% | -$1.45M | 0.02% | 333 |
|
|
2024
Q2 | $7.13M | Buy |
82,293
+4,601
| +6% | +$398K | 0.02% | 295 |
|
|
2024
Q1 | $6.98M | Buy |
77,692
+7,324
| +10% | +$658K | 0.03% | 305 |
|
|
2023
Q4 | $5.97M | Buy |
70,368
+9,401
| +15% | +$798K | 0.02% | 288 |
|
|
2023
Q3 | $4.62M | Buy |
+60,967
| New | +$4.62M | 0.02% | 327 |
|