J.W. Cole Advisors’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 | $2.64M | Buy |
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|
2025
Q1 | $978K | Sell |
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|
2024
Q4 | $2.47M | Buy |
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|
2024
Q3 | $2.07M | Buy |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $965K | Sell |
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|
2022
Q4 | $906K | Buy |
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|
2022
Q3 | $782K | Hold |
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|
2022
Q2 | $831K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $767K | Buy |
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|
2021
Q1 | $571K | Sell |
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|
2020
Q4 | $526K | Sell |
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|
2020
Q3 | $583K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $377K | Buy |
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