FS
Ferguson Shapiro’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 | $6.62M | Buy |
70,636
+818
| +1% | +$76.7K | 2.23% | 10 |
|
|
2025
Q1 | $6.14M | Buy |
69,818
+3,339
| +5% | +$294K | 2.29% | 12 |
|
|
2024
Q4 | $6.16M | Buy |
66,479
+3,337
| +5% | +$309K | 2.28% | 11 |
|
|
2024
Q3 | $6.12M | Buy |
63,142
+1,782
| +3% | +$173K | 2.28% | 12 |
|
|
2024
Q2 | $5.31M | Sell |
61,360
-4,617
| -7% | -$400K | 2.09% | 9 |
|
|
2024
Q1 | $5.93M | Sell |
65,977
-7,721
| -10% | -$694K | 2.73% | 7 |
|
|
2023
Q4 | $6.25M | Sell |
73,698
-6,938
| -9% | -$589K | 3.02% | 7 |
|
|
2023
Q3 | $6.12M | Sell |
80,636
-3,257
| -4% | -$247K | 3.37% | 6 |
|
|
2023
Q2 | $6.69M | Sell |
83,893
-2,918
| -3% | -$233K | 4.38% | 5 |
|
|
2023
Q1 | $6.41M | Sell |
86,811
-290
| -0.3% | -$21.4K | 5.5% | 5 |
|
|
2022
Q4 | $5.65M | Buy |
87,101
+3,457
| +4% | +$224K | 4.05% | 10 |
|
|
2022
Q3 | $5.02M | Sell |
83,644
-176
| -0.2% | -$10.6K | 3.02% | 12 |
|
|
2022
Q2 | $5.34M | Sell |
83,820
-3,543
| -4% | -$226K | 3.34% | 11 |
|
|
2022
Q1 | $6.53M | Sell |
87,363
-2,630
| -3% | -$196K | 3.2% | 13 |
|
|
2021
Q4 | $6.85M | Buy |
89,993
+4,872
| +6% | +$371K | 3.69% | 10 |
|
|
2021
Q3 | $6.24M | Buy |
85,121
+1,943
| +2% | +$142K | 3.65% | 9 |
|
|
2021
Q2 | $6.16M | Buy |
83,178
+1,425
| +2% | +$106K | 3.6% | 9 |
|
|
2021
Q1 | $5.66M | Buy |
+81,753
| New | +$5.66M | 3.64% | 9 |
|