Financial Partners Group (Tennessee)’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 | $3.72M | Buy |
39,615
+2,551
| +7% | +$239K | 1.34% | 25 |
|
|
2025
Q1 | $3.26M | Buy |
37,064
+4,996
| +16% | +$440K | 1.42% | 21 |
|
|
2024
Q4 | $2.97M | Sell |
32,068
-155
| -0.5% | -$14.4K | 1.23% | 24 |
|
|
2024
Q3 | $3.12M | Buy |
32,223
+440
| +1% | +$42.7K | 1.17% | 24 |
|
|
2024
Q2 | $2.75M | Buy |
31,783
+1,654
| +5% | +$143K | 1.07% | 27 |
|
|
2024
Q1 | $2.71M | Sell |
30,129
-4,384
| -13% | -$394K | 1.05% | 28 |
|
|
2023
Q4 | $2.93M | Buy |
34,513
+566
| +2% | +$48K | 1.32% | 23 |
|
|
2023
Q3 | $2.57M | Sell |
33,947
-6,070
| -15% | -$460K | 1.24% | 25 |
|
|
2023
Q2 | $3.19M | Buy |
40,017
+181
| +0.5% | +$14.4K | 1.61% | 22 |
|
|
2023
Q1 | $2.94M | Sell |
39,836
-833
| -2% | -$61.5K | 1.54% | 22 |
|
|
2022
Q4 | $2.64M | Buy |
+40,669
| New | +$2.64M | 1.56% | 21 |
|