GeoWealth Management’s VanEck Morningstar International Moat ETF MOTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $224K | Sell |
6,473
-68
| -1% | -$2.36K | 0.01% | 630 |
|
2025
Q1 | $218K | Sell |
6,541
-797
| -11% | -$26.5K | 0.01% | 641 |
|
2024
Q4 | $222K | Sell |
7,338
-8,153
| -53% | -$247K | 0.01% | 727 |
|
2024
Q3 | $543K | Sell |
15,491
-925
| -6% | -$32.4K | 0.02% | 452 |
|
2024
Q2 | $515K | Buy |
16,416
+191
| +1% | +$5.99K | 0.02% | 423 |
|
2024
Q1 | $505K | Sell |
16,225
-12,961
| -44% | -$403K | 0.02% | 434 |
|
2023
Q4 | $909K | Sell |
29,186
-643
| -2% | -$20K | 0.08% | 225 |
|
2023
Q3 | $890K | Buy |
29,829
+637
| +2% | +$19K | 0.1% | 153 |
|
2023
Q2 | $926K | Sell |
29,192
-432
| -1% | -$13.7K | 0.1% | 126 |
|
2023
Q1 | $947K | Buy |
+29,624
| New | +$947K | 0.11% | 101 |
|