Global Retirement Partners’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 | $3.33M | Buy |
+35,555
| New | +$3.33M | 0.08% | 219 |
|
|
2024
Q4 | $3.68M | Sell |
39,679
-2,771
| -7% | -$257K | 0.11% | 190 |
|
|
2024
Q3 | $4.12M | Sell |
42,450
-14,354
| -25% | -$1.39M | 0.12% | 161 |
|
|
2024
Q2 | $4.92M | Buy |
56,804
+5,852
| +11% | +$507K | 0.15% | 138 |
|
|
2024
Q1 | $4.58M | Buy |
50,952
+5,772
| +13% | +$519K | 0.17% | 128 |
|
|
2023
Q4 | $3.76M | Buy |
45,180
+16,237
| +56% | +$1.35M | 0.16% | 140 |
|
|
2023
Q3 | $2.16M | Sell |
28,943
-882
| -3% | -$65.7K | 0.11% | 178 |
|
|
2023
Q2 | $2.38M | Buy |
29,825
+957
| +3% | +$76.4K | 0.12% | 168 |
|
|
2023
Q1 | $2.12M | Buy |
28,868
+14,757
| +105% | +$1.08M | 0.11% | 182 |
|
|
2022
Q4 | $916K | Sell |
14,111
-8,991
| -39% | -$584K | 0.06% | 269 |
|
|
2022
Q3 | $1.48M | Buy |
23,102
+333
| +1% | +$21.3K | 0.11% | 187 |
|
|
2022
Q2 | $1.45M | Sell |
22,769
-1,735
| -7% | -$111K | 0.12% | 185 |
|
|
2022
Q1 | $1.63M | Buy |
+24,504
| New | +$1.63M | 0.13% | 175 |
|
|
2021
Q4 | – | Sell |
-27,116
| Closed | -$1.99M | – | 1202 |
|
|
2021
Q3 | $1.99M | Sell |
27,116
-965
| -3% | -$70.7K | 0.2% | 111 |
|
|
2021
Q2 | $2.08M | Buy |
28,081
+22,513
| +404% | +$1.67M | 0.21% | 104 |
|
|
2021
Q1 | $386K | Buy |
5,568
+1,800
| +48% | +$125K | 0.05% | 301 |
|
|
2020
Q4 | $234K | Sell |
3,768
-961
| -20% | -$59.7K | 0.03% | 371 |
|
|
2020
Q3 | $258K | Sell |
4,729
-679
| -13% | -$37K | 0.04% | 322 |
|
|
2020
Q2 | $282K | Hold |
5,408
| – | – | 0.05% | 301 |
|
|
2020
Q1 | $237K | Sell |
5,408
-853
| -14% | -$37.4K | 0.04% | 289 |
|
|
2019
Q4 | $343K | Buy |
6,261
+1,889
| +43% | +$103K | 0.05% | 287 |
|
|
2019
Q3 | $219K | Buy |
4,372
+754
| +21% | +$37.8K | 0.04% | 349 |
|
|
2019
Q2 | $174K | Buy |
3,618
+2,938
| +432% | +$141K | 0.03% | 361 |
|
|
2019
Q1 | $32K | Buy |
680
+51
| +8% | +$2.4K | 0.01% | 679 |
|
|
2018
Q4 | $26K | Buy |
629
+19
| +3% | +$785 | 0.01% | 670 |
|
|
2018
Q3 | $29K | Buy |
610
+23
| +4% | +$1.09K | 0.01% | 706 |
|
|
2018
Q2 | $26K | Buy |
587
+57
| +11% | +$2.53K | 0.01% | 718 |
|
|
2018
Q1 | $22K | Buy |
+530
| New | +$22K | 0.01% | 730 |
|