HFS
Howard Financial Services’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 | $8.09M | Sell |
86,295
-3,993
| -4% | -$375K | 1.06% | 25 |
|
|
2025
Q1 | $7.95M | Buy |
90,288
+2,908
| +3% | +$256K | 1.08% | 26 |
|
|
2024
Q4 | $8.1M | Buy |
87,380
+3,649
| +4% | +$338K | 1.1% | 26 |
|
|
2024
Q3 | $8.12M | Buy |
83,731
+10,051
| +14% | +$974K | 1.17% | 25 |
|
|
2024
Q2 | $6.38M | Buy |
73,680
+34,629
| +89% | +$3M | 1.05% | 25 |
|
|
2024
Q1 | $3.51M | Buy |
39,051
+14,134
| +57% | +$1.27M | 0.6% | 32 |
|
|
2023
Q4 | $2.11M | Buy |
24,917
+1,089
| +5% | +$92.4K | 0.41% | 39 |
|
|
2023
Q3 | $1.81M | Buy |
23,828
+3,715
| +18% | +$282K | 0.41% | 36 |
|
|
2023
Q2 | $1.6M | Buy |
20,113
+4,390
| +28% | +$350K | 0.38% | 34 |
|
|
2023
Q1 | $1.16M | Hold |
15,723
| – | – | 0.28% | 40 |
|
|
2022
Q4 | $1.02M | Buy |
15,723
+76
| +0.5% | +$4.93K | 0.27% | 45 |
|
|
2022
Q3 | $939K | Sell |
15,647
-1,251
| -7% | -$75.1K | 0.3% | 42 |
|
|
2022
Q2 | $1.08M | Sell |
16,898
-1,353
| -7% | -$86.2K | 0.37% | 33 |
|
|
2022
Q1 | $1.36M | Buy |
18,251
+664
| +4% | +$49.6K | 0.4% | 30 |
|
|
2021
Q4 | $1.34M | Buy |
17,587
+280
| +2% | +$21.3K | 0.4% | 28 |
|
|
2021
Q3 | $1.27M | Buy |
17,307
+642
| +4% | +$47K | 0.48% | 25 |
|
|
2021
Q2 | $1.23M | Buy |
16,665
+70
| +0.4% | +$5.18K | 0.48% | 26 |
|
|
2021
Q1 | $1.15M | Buy |
16,595
+1,008
| +6% | +$69.9K | 0.52% | 27 |
|
|
2020
Q4 | $966K | Buy |
15,587
+225
| +1% | +$13.9K | 0.51% | 28 |
|
|
2020
Q3 | $839K | Hold |
15,362
| – | – | 0.54% | 25 |
|
|
2020
Q2 | $802K | Hold |
15,362
| – | – | 0.57% | 27 |
|
|
2020
Q1 | $672K | Buy |
+15,362
| New | +$672K | 0.59% | 29 |
|