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Heritage Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Heritage Wealth Advisors’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-468
Closed -$30K – 557
2022
Q2 		$30K Buy
+468
New +$32.1K ﹤0.01% 374

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Heritage Wealth Advisors's MOAT Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2022, closing a stake of 468 shares — an estimated $30K sold.

Heritage Wealth Advisors first reported a position in MOAT in Q2 2022 and held it in 1 quarter. The position peaked at $30K in Q2 2022. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 468 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $30K.
  • Heritage Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $30K in Q2 2022.
  • 351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.