Focus Financial Network’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
$1.89M Sell
20,204
-4,925
-20% -$462K 0.07% 196
2025
Q1
$2.21M Sell
25,129
-1,085
-4% -$95.5K 0.09% 172
2024
Q4
$2.43M Buy
26,214
+1,761
+7% +$163K 0.1% 158
2024
Q3
$2.37M Buy
24,453
+703
+3% +$68.2K 0.1% 162
2024
Q2
$2.13M Buy
23,750
+793
+3% +$71.1K 0.09% 160
2024
Q1
$1.93M Sell
22,957
-6,132
-21% -$515K 0.09% 162
2023
Q4
$2.47M Buy
29,089
+13,494
+87% +$1.15M 0.09% 182
2023
Q3
$1.18M Buy
15,595
+3,273
+27% +$248K 0.07% 209
2023
Q2
$983K Buy
12,322
+978
+9% +$78K 0.05% 242
2023
Q1
$838K Buy
11,344
+784
+7% +$57.9K 0.05% 262
2022
Q4
$685K Buy
10,560
+91
+0.9% +$5.91K 0.06% 237
2022
Q3
$628K Hold
10,469
0.05% 248
2022
Q2
$667K Hold
10,469
0.06% 249
2022
Q1
$782K Buy
+10,469
New +$782K 0.05% 235
2021
Q1
Sell
-11,479
Closed -$712K 472
2020
Q4
$712K Buy
11,479
+19
+0.2% +$1.18K 0.06% 223
2020
Q3
$626K Sell
11,460
-170
-1% -$9.28K 0.06% 238
2020
Q2
$607K Buy
11,630
+108
+0.9% +$5.64K 0.07% 222
2020
Q1
$504K Sell
11,522
-2,569
-18% -$112K 0.07% 218
2019
Q4
$772K Sell
14,091
-356
-2% -$19.5K 0.09% 188
2019
Q3
$725K Sell
14,447
-906
-6% -$45.4K 0.1% 173
2019
Q2
$737K Hold
15,353
0.11% 168
2019
Q1
$716K Buy
+15,353
New +$716K 0.11% 162