Gradient Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Gradient Investments’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-61	Closed	-$5.18K	–	1602
2023 Q4	$5.18K	Buy	61 +16	+36%	+$1.24K	﹤0.01%	982
2023 Q3	$3.41K	Buy	+45	New	+$3.58K	﹤0.01%	1050
2021 Q4	–	Sell	-106	Closed	-$8K	–	1291
2021 Q3	$8K	Buy	+106	New	+$7.98K	﹤0.01%	810
2021 Q2	–	Sell	-22	Closed	-$2K	–	1220
2021 Q1	$2K	Hold	22	–	–	﹤0.01%	1012
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	1064
2020 Q3	$1K	Hold	22	–	–	﹤0.01%	1069
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	989
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	1017
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	1032
2019 Q3	$1K	Sell	22 -61	-73%	-$2.99K	﹤0.01%	1021
2019 Q2	$4K	Buy	83 +61	+277%	+$2.89K	﹤0.01%	800
2019 Q1	$1K	Hold	22	–	–	﹤0.01%	806
2018 Q4	$1K	Buy	+22	New	+$978	﹤0.01%	878

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's MOAT Position: Q1 2024 in Review

Gradient Investments sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2024, closing a stake of 61 shares — an estimated $5.18K sold.

Gradient Investments first reported a position in MOAT in Q4 2018 and held it in 13 quarters. The position peaked at $8K in Q3 2021. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

Gradient Investments reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 61 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $5.18K.
Gradient Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and held it in 13 quarters.
Gradient Investments's VanEck Morningstar Wide Moat ETF position peaked at $8K in Q3 2021.
634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.