Financial Advocates Investment Management’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 | – | Sell |
-79,422
| Closed | -$6.99M | – | 696 |
|
|
2025
Q1 | $6.99M | Buy |
79,422
+5,370
| +7% | +$473K | 0.49% | 46 |
|
|
2024
Q4 | $6.87M | Buy |
74,052
+1,426
| +2% | +$132K | 0.39% | 53 |
|
|
2024
Q3 | $7.04M | Sell |
72,626
-6,080
| -8% | -$589K | 0.4% | 57 |
|
|
2024
Q2 | $6.82M | Buy |
78,706
+782
| +1% | +$67.7K | 0.42% | 47 |
|
|
2024
Q1 | $7.01M | Buy |
77,924
+7,541
| +11% | +$678K | 0.41% | 58 |
|
|
2023
Q4 | $5.97M | Buy |
70,383
+67,426
| +2,280% | +$5.72M | 0.39% | 64 |
|
|
2023
Q3 | $224K | Buy |
+2,957
| New | +$224K | 0.02% | 617 |
|
|
2022
Q3 | – | Sell |
-34,084
| Closed | -$2.17M | – | 796 |
|
|
2022
Q2 | $2.17M | Sell |
34,084
-40,949
| -55% | -$2.61M | 0.18% | 143 |
|
|
2022
Q1 | $5.61M | Buy |
75,033
+36,243
| +93% | +$2.71M | 0.37% | 62 |
|
|
2021
Q4 | $2.95M | Sell |
38,790
-17,316
| -31% | -$1.32M | 0.19% | 123 |
|
|
2021
Q3 | $4.11M | Buy |
56,106
+7,131
| +15% | +$522K | 0.28% | 88 |
|
|
2021
Q2 | $3.63M | Buy |
48,975
+1,089
| +2% | +$80.6K | 0.24% | 94 |
|
|
2021
Q1 | $3.32M | Buy |
47,886
+4,250
| +10% | +$294K | 0.24% | 93 |
|
|
2020
Q4 | $2.7M | Buy |
+43,636
| New | +$2.7M | 0.18% | 119 |
|
|
2020
Q1 | – | Sell |
-43,328
| Closed | -$2.37M | – | 518 |
|
|
2019
Q4 | $2.37M | Sell |
43,328
-1,733
| -4% | -$94.9K | 0.25% | 101 |
|
|
2019
Q3 | $2.26M | Buy |
45,061
+23,702
| +111% | +$1.19M | 0.26% | 106 |
|
|
2019
Q2 | $1.03M | Buy |
+21,359
| New | +$1.03M | 0.12% | 181 |
|