IFP 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 | $16.5M | Buy |
175,756
+3,062
| +2% | +$287K | 0.47% | 40 |
|
|
2025
Q1 | $15.2M | Sell |
172,694
-5,721
| -3% | -$503K | 0.47% | 36 |
|
|
2024
Q4 | $16.5M | Buy |
178,415
+14,954
| +9% | +$1.39M | 0.54% | 31 |
|
|
2024
Q3 | $15.8M | Buy |
163,461
+4,107
| +3% | +$398K | 0.57% | 32 |
|
|
2024
Q2 | $13.8M | Buy |
159,354
+5,699
| +4% | +$494K | 0.55% | 34 |
|
|
2024
Q1 | $13.8M | Buy |
153,655
+7,991
| +5% | +$718K | 0.61% | 33 |
|
|
2023
Q4 | $12.4M | Sell |
145,664
-8,767
| -6% | -$744K | 0.58% | 27 |
|
|
2023
Q3 | $11.7M | Buy |
154,431
+11,631
| +8% | +$882K | 0.53% | 41 |
|
|
2023
Q2 | $11.4M | Buy |
142,800
+20,720
| +17% | +$1.65M | 0.48% | 40 |
|
|
2023
Q1 | $5.24M | Sell |
122,080
-2,075
| -2% | -$89K | 0.23% | 85 |
|
|
2022
Q4 | $5.37M | Buy |
124,155
+17,728
| +17% | +$767K | 0.14% | 130 |
|
|
2022
Q3 | $4.6M | Buy |
106,427
+6,720
| +7% | +$291K | 0.12% | 174 |
|
|
2022
Q2 | $4.31M | Hold |
99,707
| – | – | 0.14% | 161 |
|
|
2022
Q1 | $4.31M | Buy |
99,707
+36,701
| +58% | +$1.58M | 0.14% | 161 |
|
|
2021
Q4 | $4.82M | Buy |
63,006
+840
| +1% | +$64.2K | 0.09% | 120 |
|
|
2021
Q3 | $4.57M | Buy |
62,166
+8,244
| +15% | +$606K | 0.09% | 119 |
|
|
2021
Q2 | $4M | Buy |
53,922
+826
| +2% | +$61.2K | 0.08% | 142 |
|
|
2021
Q1 | $3.68M | Buy |
53,096
+3,634
| +7% | +$252K | 0.07% | 134 |
|
|
2020
Q4 | $3.07M | Buy |
49,462
+1,259
| +3% | +$78.1K | 0.12% | 142 |
|
|
2020
Q3 | $2.63M | Buy |
48,203
+1,509
| +3% | +$82.4K | 0.16% | 131 |
|
|
2020
Q2 | $2.41M | Buy |
46,694
+1,647
| +4% | +$85.1K | 0.19% | 115 |
|
|
2020
Q1 | $2M | Sell |
45,047
-19,767
| -30% | -$877K | 0.2% | 118 |
|
|
2019
Q4 | $3.59M | Buy |
64,814
+7,056
| +12% | +$391K | 0.27% | 88 |
|
|
2019
Q3 | $2.88M | Buy |
+57,758
| New | +$2.88M | 0.19% | 119 |
|
|
2019
Q1 | $741K | Sell |
15,896
-18,684
| -54% | -$871K | 0.1% | 213 |
|
|
2018
Q4 | $1.41M | Buy |
34,580
+11,053
| +47% | +$452K | 0.09% | 256 |
|
|
2018
Q3 | $1.1M | Buy |
23,527
+3,734
| +19% | +$175K | 0.04% | 407 |
|
|
2018
Q2 | $862K | Buy |
19,793
+11,572
| +141% | +$504K | 0.04% | 462 |
|
|
2018
Q1 | $349K | Hold |
8,221
| – | – | 0.02% | 769 |
|
|
2017
Q4 | $349K | Buy |
8,221
+278
| +3% | +$11.8K | 0.02% | 766 |
|
|
2017
Q3 | $320K | Buy |
7,943
+316
| +4% | +$12.7K | 0.01% | 893 |
|
|
2017
Q2 | $302K | Sell |
7,627
-8,992
| -54% | -$356K | 0.01% | 894 |
|
|
2017
Q1 | $624K | Buy |
16,619
+5,536
| +50% | +$208K | 0.03% | 578 |
|
|
2016
Q4 | $386K | Buy |
11,083
+1,634
| +17% | +$56.9K | 0.02% | 737 |
|
|
2016
Q3 | $322K | Sell |
9,449
-11,522
| -55% | -$393K | 0.02% | 780 |
|
|
2016
Q2 | $682K | Buy |
20,971
+5,075
| +32% | +$165K | 0.04% | 451 |
|
|
2016
Q1 | $741K | Sell |
15,896
-34,096
| -68% | -$1.59M | 0.1% | 213 |
|
|
2015
Q4 | $1.45M | Buy |
+49,992
| New | +$1.45M | 0.1% | 228 |
|