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 |
|