Howe & Rusling’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-165
| Closed | -$16K | – | 443 |
|
|
2024
Q3 | $16K | Buy |
+165
| New | +$16K | ﹤0.01% | 346 |
|
|
2022
Q4 | – | Sell |
-26
| Closed | -$2K | – | 751 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 891 |
|
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 878 |
|
|
2022
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 872 |
|
|
2021
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 869 |
|
|
2021
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 860 |
|
|
2021
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 811 |
|
|
2021
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 814 |
|
|
2020
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 812 |
|
|
2020
Q3 | $1K | Sell |
26
-40
| -61% | -$1.54K | ﹤0.01% | 785 |
|
|
2020
Q2 | $3K | Sell |
66
-1,515
| -96% | -$68.9K | ﹤0.01% | 620 |
|
|
2020
Q1 | $69K | Sell |
1,581
-133,239
| -99% | -$5.81M | 0.01% | 221 |
|
|
2019
Q4 | $7.39M | Buy |
134,820
+1,876
| +1% | +$103K | 1.22% | 24 |
|
|
2019
Q3 | $6.67M | Buy |
+132,944
| New | +$6.67M | 1.17% | 27 |
|