HHM Wealth Advisors’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 | $2.17M | Hold |
23,086
| – | – | 0.26% | 35 |
|
|
2025
Q1 | $2.03M | Hold |
23,086
| – | – | 0.27% | 36 |
|
|
2024
Q4 | $2.14M | Sell |
23,086
-2,465
| -10% | -$229K | 0.29% | 34 |
|
|
2024
Q3 | $2.48M | Buy |
25,551
+692
| +3% | +$67.1K | 0.35% | 24 |
|
|
2024
Q2 | $2.15M | Hold |
24,859
| – | – | 0.32% | 29 |
|
|
2024
Q1 | $2.23M | Sell |
24,859
-580
| -2% | -$52.1K | 0.37% | 27 |
|
|
2023
Q4 | $2.16M | Hold |
25,439
| – | – | 0.38% | 24 |
|
|
2023
Q3 | $1.93M | Hold |
25,439
| – | – | 0.38% | 24 |
|
|
2023
Q2 | $2.03M | Hold |
25,439
| – | – | 0.38% | 25 |
|
|
2023
Q1 | $1.88M | Hold |
25,439
| – | – | 0.38% | 24 |
|
|
2022
Q4 | $1.65M | Hold |
25,439
| – | – | 0.38% | 25 |
|
|
2022
Q3 | $1.53M | Hold |
25,439
| – | – | 0.4% | 25 |
|
|
2022
Q2 | $1.62M | Sell |
25,439
-391
| -2% | -$24.9K | 0.42% | 25 |
|
|
2022
Q1 | $1.93M | Hold |
25,830
| – | – | 0.45% | 25 |
|
|
2021
Q4 | $1.97M | Buy |
25,830
+4
| +0% | +$304 | 0.47% | 24 |
|
|
2021
Q3 | $1.89M | Hold |
25,826
| – | – | 0.51% | 24 |
|
|
2021
Q2 | $1.91M | Buy |
25,826
+25,439
| +6,573% | +$1.88M | 0.52% | 24 |
|
|
2021
Q1 | $27K | Hold |
387
| – | – | 0.01% | 344 |
|
|
2020
Q4 | $24K | Buy |
387
+5
| +1% | +$310 | 0.01% | 339 |
|
|
2020
Q3 | $21K | Hold |
382
| – | – | 0.01% | 308 |
|
|
2020
Q2 | $20K | Hold |
382
| – | – | 0.01% | 302 |
|
|
2020
Q1 | $17K | Buy |
+382
| New | +$17K | 0.01% | 314 |
|