Gladstone Institutional Advisory’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 | $5.8M | Sell |
61,874
-131
| -0.2% | -$12.3K | 0.24% | 97 |
|
|
2025
Q1 | $5.46M | Buy |
62,005
+5,924
| +11% | +$521K | 0.25% | 99 |
|
|
2024
Q4 | $5.2M | Buy |
56,081
+7,132
| +15% | +$661K | 0.24% | 96 |
|
|
2024
Q3 | $4.75M | Buy |
48,949
+2,934
| +6% | +$284K | 0.23% | 101 |
|
|
2024
Q2 | $3.99M | Buy |
46,015
+3,432
| +8% | +$297K | 0.21% | 130 |
|
|
2024
Q1 | $3.83M | Sell |
42,583
-153
| -0.4% | -$13.8K | 0.21% | 132 |
|
|
2023
Q4 | $3.63M | Buy |
42,736
+2,466
| +6% | +$209K | 0.2% | 132 |
|
|
2023
Q3 | $3.05M | Buy |
40,270
+1,891
| +5% | +$143K | 0.2% | 132 |
|
|
2023
Q2 | $3.06M | Buy |
38,379
+1,673
| +5% | +$133K | 0.19% | 141 |
|
|
2023
Q1 | $2.71M | Sell |
36,706
-2,775
| -7% | -$205K | 0.18% | 164 |
|
|
2022
Q4 | $2.56M | Sell |
39,481
-1,093
| -3% | -$70.9K | 0.18% | 162 |
|
|
2022
Q3 | $2.43M | Buy |
40,574
+1,117
| +3% | +$67K | 0.19% | 137 |
|
|
2022
Q2 | $2.52M | Buy |
39,457
+261
| +0.7% | +$16.6K | 0.2% | 127 |
|
|
2022
Q1 | $2.93M | Sell |
39,196
-2,595
| -6% | -$194K | 0.2% | 133 |
|
|
2021
Q4 | $3.18M | Buy |
41,791
+540
| +1% | +$41.1K | 0.25% | 112 |
|
|
2021
Q3 | $3.02M | Buy |
41,251
+2,256
| +6% | +$165K | 0.3% | 91 |
|
|
2021
Q2 | $2.89M | Buy |
38,995
+2,438
| +7% | +$181K | 0.34% | 74 |
|
|
2021
Q1 | $2.53M | Buy |
36,557
+4,602
| +14% | +$319K | 0.39% | 64 |
|
|
2020
Q4 | $1.98M | Buy |
31,955
+3,214
| +11% | +$199K | 0.39% | 59 |
|
|
2020
Q3 | $1.57M | Sell |
28,741
-658
| -2% | -$35.9K | 0.37% | 58 |
|
|
2020
Q2 | $1.54M | Buy |
29,399
+4,277
| +17% | +$223K | 0.39% | 62 |
|
|
2020
Q1 | $1.1M | Buy |
25,122
+1,265
| +5% | +$55.3K | 0.28% | 78 |
|
|
2019
Q4 | $1.31M | Buy |
23,857
+2,078
| +10% | +$114K | 0.32% | 69 |
|
|
2019
Q3 | $1.09M | Sell |
21,779
-627
| -3% | -$31.4K | 0.28% | 70 |
|
|
2019
Q2 | $1.08M | Buy |
+22,406
| New | +$1.08M | 0.33% | 61 |
|