Intrua Financial’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 | $419K | Buy |
4,472
+20
| +0.4% | +$1.88K | 0.06% | 237 |
|
2025
Q1 | $392K | Sell |
4,452
-241
| -5% | -$21.2K | 0.06% | 235 |
|
2024
Q4 | $435K | Sell |
4,693
-227
| -5% | -$21.1K | 0.07% | 216 |
|
2024
Q3 | $477K | Sell |
4,920
-925
| -16% | -$89.7K | 0.07% | 225 |
|
2024
Q2 | $506K | Buy |
5,845
+108
| +2% | +$9.36K | 0.08% | 228 |
|
2024
Q1 | $516K | Buy |
5,737
+21
| +0.4% | +$1.89K | 0.07% | 237 |
|
2023
Q4 | $485K | Sell |
5,716
-941
| -14% | -$79.9K | 0.07% | 232 |
|
2023
Q3 | $505K | Sell |
6,657
-260
| -4% | -$19.7K | 0.09% | 188 |
|
2023
Q2 | $552K | Buy |
6,917
+27
| +0.4% | +$2.15K | 0.09% | 184 |
|
2023
Q1 | $504K | Sell |
6,890
-372
| -5% | -$27.2K | 0.1% | 181 |
|
2022
Q4 | $495K | Sell |
7,262
-2
| -0% | -$136 | 0.11% | 186 |
|
2022
Q3 | $436K | Buy |
7,264
+30
| +0.4% | +$1.8K | 0.12% | 181 |
|
2022
Q2 | $461K | Buy |
7,234
+749
| +12% | +$47.7K | 0.1% | 221 |
|
2022
Q1 | $484K | Buy |
6,485
+110
| +2% | +$8.21K | 0.09% | 233 |
|
2021
Q4 | $485K | Hold |
6,375
| – | – | 0.08% | 222 |
|
2021
Q3 | $479K | Buy |
+6,375
| New | +$479K | 0.09% | 218 |
|