Harbour Trust & Investment Management’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 | $18.4M | Buy |
196,647
+3,001
| +2% | +$281K | 2.04% | 12 |
|
|
2025
Q1 | $17M | Buy |
193,646
+5,097
| +3% | +$449K | 2.06% | 13 |
|
|
2024
Q4 | $17.5M | Buy |
188,549
+1,681
| +0.9% | +$156K | 1.99% | 11 |
|
|
2024
Q3 | $18.1M | Sell |
186,868
-40,870
| -18% | -$3.96M | 2.07% | 10 |
|
|
2024
Q2 | $19.7M | Buy |
227,738
+11,588
| +5% | +$1M | 2.35% | 7 |
|
|
2024
Q1 | $19.4M | Buy |
216,150
+7,393
| +4% | +$665K | 2.44% | 7 |
|
|
2023
Q4 | $17.7M | Buy |
+208,757
| New | +$17.7M | 2.5% | 7 |
|