Financial Services Advisory’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
Q1 | – | Sell |
-38,778
| Closed | -$3.6M | – | 49 |
|
|
2024
Q4 | $3.6M | Sell |
38,778
-4,555
| -11% | -$422K | 0.84% | 26 |
|
|
2024
Q3 | $4.2M | Buy |
+43,333
| New | +$4.2M | 1.02% | 24 |
|
|
2023
Q3 | – | Sell |
-178,121
| Closed | -$14.2M | – | 55 |
|
|
2023
Q2 | $14.2M | Buy |
+178,121
| New | +$14.2M | 5.88% | 8 |
|
|
2022
Q2 | – | Sell |
-120,870
| Closed | -$9.03M | – | 20 |
|
|
2022
Q1 | $9.03M | Sell |
120,870
-175,770
| -59% | -$13.1M | 14.02% | 2 |
|
|
2021
Q4 | $22.6M | Sell |
296,640
-19,302
| -6% | -$1.47M | 7.21% | 7 |
|
|
2021
Q3 | $23.1M | Sell |
315,942
-24,210
| -7% | -$1.77M | 7.85% | 7 |
|
|
2021
Q2 | $25.2M | Buy |
340,152
+91,058
| +37% | +$6.74M | 10.76% | 3 |
|
|
2021
Q1 | $17.3M | Sell |
249,094
-1,118
| -0.4% | -$77.5K | 7.84% | 5 |
|
|
2020
Q4 | $15.5M | Buy |
250,212
+239,608
| +2,260% | +$14.9M | 5.98% | 9 |
|
|
2020
Q3 | $579K | Sell |
10,604
-240,442
| -96% | -$13.1M | 0.42% | 16 |
|
|
2020
Q2 | $13.1M | Buy |
+251,046
| New | +$13.1M | 6.65% | 6 |
|
|
2020
Q1 | – | Sell |
-182,182
| Closed | -$9.98M | – | 20 |
|
|
2019
Q4 | $9.98M | Buy |
+182,182
| New | +$9.98M | 4.12% | 11 |
|