Janney Montgomery Scott’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
$9.89M Buy
105,441
+2,741
+3% +$257K 0.03% 569
2025
Q1
$9.04M Sell
102,700
-151,860
-60% -$13.4M 0.03% 569
2024
Q4
$23.6M Buy
254,560
+8,985
+4% +$833K 0.07% 294
2024
Q3
$23.8M Buy
245,575
+20,708
+9% +$2.01M 0.07% 286
2024
Q2
$19.5M Sell
224,867
-21,807
-9% -$1.89M 0.06% 338
2024
Q1
$22.2M Buy
246,674
+36,458
+17% +$3.28M 0.07% 302
2023
Q4
$17.8M Buy
210,216
+37,009
+21% +$3.14M 0.06% 329
2023
Q3
$13.1M Buy
173,207
+10,014
+6% +$759K 0.05% 354
2023
Q2
$13M Buy
163,193
+4,659
+3% +$372K 0.05% 387
2023
Q1
$11.7M Sell
158,534
-48,087
-23% -$3.55M 0.05% 368
2022
Q4
$13.4M Buy
206,621
+39,167
+23% +$2.54M 0.05% 336
2022
Q3
$10M Buy
167,454
+69,607
+71% +$4.18M 0.04% 386
2022
Q2
$6.33M Buy
97,847
+7,570
+8% +$490K 0.03% 518
2022
Q1
$6.74M Sell
90,277
-9,877
-10% -$738K 0.03% 494
2021
Q4
$7.62M Buy
100,154
+2,550
+3% +$194K 0.03% 484
2021
Q3
$7.15M Buy
97,604
+2,743
+3% +$201K 0.03% 487
2021
Q2
$7.03M Buy
94,861
+1,427
+2% +$106K 0.03% 479
2021
Q1
$6.47M Buy
93,434
+27,916
+43% +$1.93M 0.03% 464
2020
Q4
$4.06M Buy
65,518
+2,879
+5% +$178K 0.02% 603
2020
Q3
$3.42M Buy
62,639
+52,640
+526% +$2.87M 0.02% 605
2020
Q2
$522K Sell
9,999
-1,013
-9% -$52.9K ﹤0.01% 1340
2020
Q1
$482K Buy
11,012
+1,087
+11% +$47.6K ﹤0.01% 1238
2019
Q4
$544K Buy
+9,925
New +$544K ﹤0.01% 1382