Great Valley Advisor Group’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 | $3.49M | Sell |
37,246
-13,510
| -27% | -$1.27M | 0.08% | 222 |
|
|
2025
Q1 | $4.47M | Buy |
50,756
+27,648
| +120% | +$2.43M | 0.1% | 184 |
|
|
2024
Q4 | $2.14M | Sell |
23,108
-3,085
| -12% | -$286K | 0.05% | 306 |
|
|
2024
Q3 | $2.54M | Sell |
26,193
-1,572
| -6% | -$152K | 0.06% | 277 |
|
|
2024
Q2 | $2.4M | Sell |
27,765
-29,857
| -52% | -$2.59M | 0.07% | 262 |
|
|
2024
Q1 | $5.18M | Sell |
57,622
-1,198
| -2% | -$108K | 0.16% | 140 |
|
|
2023
Q4 | $4.99M | Sell |
58,820
-16,766
| -22% | -$1.42M | 0.18% | 137 |
|
|
2023
Q3 | $5.73M | Sell |
75,586
-10,036
| -12% | -$761K | 0.24% | 110 |
|
|
2023
Q2 | $6.83M | Buy |
85,622
+12,866
| +18% | +$1.03M | 0.29% | 94 |
|
|
2023
Q1 | $5.37M | Buy |
72,756
+21,558
| +42% | +$1.59M | 0.25% | 105 |
|
|
2022
Q4 | $3.32M | Sell |
51,198
-3,766
| -7% | -$244K | 0.17% | 145 |
|
|
2022
Q3 | $3.3M | Sell |
54,964
-43,116
| -44% | -$2.59M | 0.18% | 139 |
|
|
2022
Q2 | $6.25M | Buy |
98,080
+1,257
| +1% | +$80.1K | 0.34% | 79 |
|
|
2022
Q1 | $7.23M | Buy |
96,823
+2,069
| +2% | +$155K | 0.42% | 62 |
|
|
2021
Q4 | $7.21M | Buy |
94,754
+6,761
| +8% | +$515K | 0.45% | 54 |
|
|
2021
Q3 | $6.45M | Buy |
87,993
+3,113
| +4% | +$228K | 0.44% | 54 |
|
|
2021
Q2 | $6.29M | Buy |
+84,880
| New | +$6.29M | 0.46% | 53 |
|