Farther Finance 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 | $6.81M | Sell |
72,587
-18,891
| -21% | -$1.77M | 0.14% | 140 |
|
|
2025
Q1 | $8.02M | Sell |
91,478
-13,865
| -13% | -$1.22M | 0.2% | 103 |
|
|
2024
Q4 | $9.77M | Buy |
105,343
+104,576
| +13,634% | +$9.7M | 0.35% | 61 |
|
|
2024
Q3 | $74.4K | Hold |
767
| – | – | ﹤0.01% | 1443 |
|
|
2024
Q2 | $65.8K | Hold |
767
| – | – | ﹤0.01% | 1296 |
|
|
2024
Q1 | $68.4K | Sell |
767
-62
| -7% | -$5.53K | ﹤0.01% | 1074 |
|
|
2023
Q4 | $70.4K | Hold |
829
| – | – | 0.01% | 914 |
|
|
2023
Q3 | $62.9K | Buy |
829
+81
| +11% | +$6.14K | 0.01% | 710 |
|
|
2023
Q2 | $59.7K | Buy |
748
+205
| +38% | +$16.4K | 0.01% | 612 |
|
|
2023
Q1 | $40.1K | Buy |
+543
| New | +$40.1K | 0.01% | 671 |
|