Integrated Wealth Concepts’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Buy |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $513K | Buy |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $434K | Sell |
|
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $433K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $364K | Sell |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $711K | Sell |
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|
2019
Q3 | $657K | Buy |
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|
2019
Q2 | $502K | Buy |
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|
2019
Q1 | $375K | Buy |
|