HBW
Hazlett, Burt & Watson’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
11,070
-8,458
| -43% | -$792K | 0.42% | 55 |
|
|
2025
Q1 | $1.72M | Buy |
19,528
+1,369
| +8% | +$121K | 0.77% | 30 |
|
|
2024
Q4 | $1.68M | Buy |
18,159
+2,031
| +13% | +$188K | 0.74% | 28 |
|
|
2024
Q3 | $1.56M | Buy |
16,128
+1,954
| +14% | +$189K | 0.72% | 31 |
|
|
2024
Q2 | $1.23M | Buy |
14,174
+2,214
| +19% | +$192K | 0.63% | 35 |
|
|
2024
Q1 | $1.07M | Buy |
11,960
+468
| +4% | +$41.9K | 0.64% | 28 |
|
|
2023
Q4 | $979K | Buy |
11,492
+2,065
| +22% | +$176K | 0.66% | 27 |
|
|
2023
Q3 | $715K | Buy |
+9,427
| New | +$715K | 0.53% | 34 |
|
|
2023
Q1 | – | Sell |
-416
| Closed | -$27K | – | 665 |
|
|
2022
Q4 | $27K | Buy |
416
+371
| +824% | +$24.1K | 0.02% | 349 |
|
|
2022
Q3 | $3K | Sell |
45
-2,896
| -98% | -$193K | ﹤0.01% | 557 |
|
|
2022
Q2 | $188K | Hold |
2,941
| – | – | 0.17% | 123 |
|
|
2022
Q1 | $219K | Buy |
+2,941
| New | +$219K | 0.17% | 121 |
|