HBW Advisory Services’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 | $15.1M | Sell |
161,412
-5,573
| -3% | -$523K | 1.87% | 8 |
|
|
2025
Q1 | $14.7M | Buy |
166,985
+24,726
| +17% | +$2.18M | 2.09% | 8 |
|
|
2024
Q4 | $13.2M | Buy |
142,259
+1,613
| +1% | +$150K | 1.35% | 8 |
|
|
2024
Q3 | $13.6M | Buy |
140,646
+69,757
| +98% | +$6.76M | 1.99% | 7 |
|
|
2024
Q2 | $6.14M | Buy |
70,889
+3,987
| +6% | +$345K | 1.02% | 15 |
|
|
2024
Q1 | $5.68M | Hold |
66,902
| – | – | 1.06% | 13 |
|
|
2023
Q4 | $5.68M | Buy |
66,902
+8,531
| +15% | +$724K | 1.06% | 13 |
|
|
2023
Q3 | $4.43M | Buy |
58,371
+55,311
| +1,808% | +$4.19M | 0.92% | 19 |
|
|
2023
Q2 | $244K | Buy |
+3,060
| New | +$244K | 0.05% | 255 |
|
|
2022
Q2 | – | Sell |
-3,496
| Closed | -$261K | – | 240 |
|
|
2022
Q1 | $261K | Sell |
3,496
-2,390
| -41% | -$178K | 0.09% | 187 |
|
|
2021
Q4 | $448K | Buy |
5,886
+557
| +10% | +$42.4K | 0.1% | 176 |
|
|
2021
Q3 | $390K | Buy |
+5,329
| New | +$390K | 0.1% | 182 |
|