Geneos Wealth Management’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08K | Sell |
75
-75
| -50% | -$2.08K | ﹤0.01% | 2800 |
|
|
2025
Q1 | $4K | Buy |
150
+75
| +100% | +$2K | ﹤0.01% | 2811 |
|
|
2024
Q4 | $2.11K | Sell |
75
-1,000
| -93% | -$28.2K | ﹤0.01% | 2583 |
|
|
2024
Q3 | $31.1K | Sell |
1,075
-200
| -16% | -$5.79K | ﹤0.01% | 1376 |
|
|
2024
Q2 | $33.5K | Hold |
1,275
| – | – | ﹤0.01% | 1205 |
|
|
2024
Q1 | $34.6K | Sell |
1,275
-300
| -19% | -$8.14K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $40.2K | Hold |
1,575
| – | – | ﹤0.01% | 1127 |
|
|
2023
Q3 | $36.4K | Hold |
1,575
| – | – | ﹤0.01% | 1174 |
|
|
2023
Q2 | $38.6K | Hold |
1,575
| – | – | ﹤0.01% | 1157 |
|
|
2023
Q1 | $36.9K | Sell |
1,575
-700
| -31% | -$16.4K | ﹤0.01% | 1165 |
|
|
2022
Q4 | $49.7K | Buy |
2,275
+75
| +3% | +$1.64K | ﹤0.01% | 1063 |
|
|
2022
Q3 | $43K | Sell |
2,200
-325
| -13% | -$6.35K | ﹤0.01% | 1076 |
|
|
2022
Q2 | $54K | Hold |
2,525
| – | – | ﹤0.01% | 1249 |
|
|
2022
Q1 | $62K | Buy |
+2,525
| New | +$62K | ﹤0.01% | 1284 |
|