Hartford Financial 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 | $40.4K | Buy |
431
+80
| +23% | +$7.5K | 0.01% | 203 |
|
|
2025
Q1 | $30.9K | Buy |
351
+70
| +25% | +$6.16K | 0.01% | 238 |
|
|
2024
Q4 | $26.1K | Hold |
281
| – | – | 0.01% | 251 |
|
|
2024
Q3 | $27.2K | Buy |
281
+34
| +14% | +$3.3K | 0.01% | 257 |
|
|
2024
Q2 | $21.4K | Buy |
247
+11
| +5% | +$953 | ﹤0.01% | 268 |
|
|
2024
Q1 | $21.2K | Buy |
236
+59
| +33% | +$5.3K | ﹤0.01% | 272 |
|
|
2023
Q4 | $15K | Buy |
+177
| New | +$15K | ﹤0.01% | 286 |
|
|
2023
Q1 | – | Sell |
-264
| Closed | -$17.1K | – | 382 |
|
|
2022
Q4 | $17.1K | Buy |
264
+3
| +1% | +$195 | ﹤0.01% | 252 |
|
|
2022
Q3 | $16K | Hold |
261
| – | – | ﹤0.01% | 253 |
|
|
2022
Q2 | $17K | Hold |
261
| – | – | ﹤0.01% | 252 |
|
|
2022
Q1 | $19K | Hold |
261
| – | – | ﹤0.01% | 257 |
|
|
2021
Q4 | $20K | Buy |
261
+3
| +1% | +$230 | ﹤0.01% | 255 |
|
|
2021
Q3 | $19K | Buy |
258
+35
| +16% | +$2.58K | ﹤0.01% | 251 |
|
|
2021
Q2 | $17K | Buy |
223
+27
| +14% | +$2.06K | ﹤0.01% | 259 |
|
|
2021
Q1 | $14K | Buy |
+196
| New | +$14K | ﹤0.01% | 274 |
|