Focus Partners Advisor Solutions’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 | $548K | Sell |
5,847
-79
| -1% | -$7.41K | 0.01% | 641 |
|
|
2025
Q1 | $522K | Buy |
5,926
+1,384
| +30% | +$122K | 0.01% | 573 |
|
|
2024
Q4 | $421K | Sell |
4,542
-17
| -0.4% | -$1.58K | 0.01% | 515 |
|
|
2024
Q3 | $442K | Buy |
4,559
+83
| +2% | +$8.05K | 0.01% | 481 |
|
|
2024
Q2 | $388K | Sell |
4,476
-140
| -3% | -$12.1K | 0.01% | 430 |
|
|
2024
Q1 | $415K | Buy |
4,616
+82
| +2% | +$7.37K | 0.01% | 396 |
|
|
2023
Q4 | $385K | Buy |
4,534
+85
| +2% | +$7.21K | 0.02% | 290 |
|
|
2023
Q3 | $337K | Sell |
4,449
-84
| -2% | -$6.37K | 0.02% | 332 |
|
|
2023
Q2 | $362K | Sell |
4,533
-58
| -1% | -$4.63K | 0.02% | 264 |
|
|
2023
Q1 | $339K | Buy |
4,591
+1,285
| +39% | +$94.9K | 0.02% | 259 |
|
|
2022
Q4 | $215K | Sell |
3,306
-203
| -6% | -$13.2K | 0.02% | 312 |
|
|
2022
Q3 | $211K | Hold |
3,509
| – | – | 0.01% | 370 |
|
|
2022
Q2 | $224K | Buy |
+3,509
| New | +$224K | 0.02% | 312 |
|