Ethos Financial Group’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 | $20.8M | Sell |
222,102
-15,961
| -7% | -$1.5M | 1.79% | 10 |
|
|
2025
Q1 | $22.1M | Hold |
238,063
| – | – | 2.11% | 8 |
|
|
2024
Q4 | $22.1M | Buy |
238,063
+19,457
| +9% | +$1.8M | 2.88% | 6 |
|
|
2024
Q3 | $21.2M | Buy |
218,606
+20,095
| +10% | +$1.95M | 3.5% | 3 |
|
|
2024
Q2 | $17.2M | Buy |
198,511
+8,979
| +5% | +$778K | 3.03% | 6 |
|
|
2024
Q1 | $17M | Buy |
189,532
+424
| +0.2% | +$38.1K | 3.22% | 4 |
|
|
2023
Q4 | $16.1M | Buy |
189,108
+41,982
| +29% | +$3.56M | 3.42% | 3 |
|
|
2023
Q3 | $11.2M | Buy |
147,126
+100,915
| +218% | +$7.68M | 2.89% | 8 |
|
|
2023
Q2 | $3.41M | Hold |
46,211
| – | – | 1.15% | 27 |
|
|
2023
Q1 | $3.41M | Buy |
46,211
+1,345
| +3% | +$99.3K | 1.06% | 28 |
|
|
2022
Q4 | $2.91M | Buy |
+44,866
| New | +$2.91M | 0.99% | 30 |
|