HighTower 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 | $56.7M | Sell |
604,739
-12,502
| -2% | -$1.17M | 0.07% | 288 |
|
|
2025
Q1 | $54.3M | Sell |
617,241
-155,726
| -20% | -$13.7M | 0.07% | 277 |
|
|
2024
Q4 | $71.7M | Buy |
772,967
+4,461
| +0.6% | +$414K | 0.1% | 215 |
|
|
2024
Q3 | $74.5M | Buy |
768,506
+50,383
| +7% | +$4.88M | 0.11% | 210 |
|
|
2024
Q2 | $62.2M | Buy |
718,123
+36,020
| +5% | +$3.12M | 0.1% | 222 |
|
|
2024
Q1 | $61.3M | Buy |
682,103
+78,638
| +13% | +$7.07M | 0.1% | 222 |
|
|
2023
Q4 | $51.2M | Buy |
603,465
+232,568
| +63% | +$19.7M | 0.09% | 241 |
|
|
2023
Q3 | $28.1M | Buy |
370,897
+47,157
| +15% | +$3.57M | 0.05% | 351 |
|
|
2023
Q2 | $25.8M | Buy |
323,740
+6,817
| +2% | +$544K | 0.05% | 351 |
|
|
2023
Q1 | $23.4M | Buy |
316,923
+18,860
| +6% | +$1.39M | 0.05% | 359 |
|
|
2022
Q4 | $19.3M | Buy |
298,063
+45,919
| +18% | +$2.98M | 0.04% | 401 |
|
|
2022
Q3 | $15.1M | Sell |
252,144
-16,962
| -6% | -$1.02M | 0.04% | 426 |
|
|
2022
Q2 | $17.1M | Buy |
269,106
+988
| +0.4% | +$63K | 0.04% | 385 |
|
|
2022
Q1 | $20M | Buy |
268,118
+37,989
| +17% | +$2.84M | 0.04% | 378 |
|
|
2021
Q4 | $17.5M | Buy |
230,129
+98,363
| +75% | +$7.49M | 0.04% | 422 |
|
|
2021
Q3 | $9.65M | Buy |
131,766
+46,025
| +54% | +$3.37M | 0.03% | 547 |
|
|
2021
Q2 | $6.35M | Buy |
85,741
+6,157
| +8% | +$456K | 0.02% | 713 |
|
|
2021
Q1 | $5.51M | Buy |
+79,584
| New | +$5.51M | 0.02% | 699 |
|
|
2020
Q4 | – | Sell |
-67,362
| Closed | -$3.68M | – | 2484 |
|
|
2020
Q3 | $3.68M | Sell |
67,362
-19,920
| -23% | -$1.09M | 0.02% | 655 |
|
|
2020
Q2 | $4.56M | Buy |
87,282
+29,091
| +50% | +$1.52M | 0.02% | 536 |
|
|
2020
Q1 | $2.54M | Buy |
58,191
+23,068
| +66% | +$1.01M | 0.02% | 662 |
|
|
2019
Q4 | $1.92M | Buy |
35,123
+13,703
| +64% | +$750K | 0.01% | 864 |
|
|
2019
Q3 | $1.08M | Buy |
21,420
+4,769
| +29% | +$240K | 0.01% | 1149 |
|
|
2019
Q2 | $802K | Buy |
16,651
+182
| +1% | +$8.77K | ﹤0.01% | 1302 |
|
|
2019
Q1 | $769K | Buy |
16,469
+919
| +6% | +$42.9K | 0.01% | 1254 |
|
|
2018
Q4 | $640K | Buy |
15,550
+1,216
| +8% | +$50K | ﹤0.01% | 1234 |
|
|
2018
Q3 | $670K | Buy |
14,334
+250
| +2% | +$11.7K | ﹤0.01% | 1315 |
|
|
2018
Q2 | $613K | Hold |
14,084
| – | – | ﹤0.01% | 1353 |
|
|
2018
Q1 | $582K | Buy |
14,084
+300
| +2% | +$12.4K | ﹤0.01% | 1336 |
|
|
2017
Q4 | $586K | Sell |
13,784
-110
| -0.8% | -$4.68K | ﹤0.01% | 1367 |
|
|
2017
Q3 | $560K | Buy |
13,894
+250
| +2% | +$10.1K | ﹤0.01% | 1369 |
|
|
2017
Q2 | $539K | Sell |
13,644
-15,741
| -54% | -$622K | ﹤0.01% | 1321 |
|
|
2017
Q1 | $1.1M | Sell |
29,385
-38,144
| -56% | -$1.43M | 0.01% | 982 |
|
|
2016
Q4 | $2.34M | Buy |
67,529
+6,448
| +11% | +$224K | 0.03% | 648 |
|
|
2016
Q3 | $2.08M | Buy |
61,081
+49,360
| +421% | +$1.68M | 0.02% | 650 |
|
|
2016
Q2 | $381K | Buy |
+11,721
| New | +$381K | ﹤0.01% | 1229 |
|