Johnson Financial Group Inc (Wisconsin)’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
Q1 | – | Sell |
-1,500
| Closed | -$143K | – | 913 |
|
|
2024
Q4 | $143K | Hold |
1,500
| – | – | 0.01% | 331 |
|
|
2024
Q3 | $145K | Hold |
1,500
| – | – | 0.01% | 395 |
|
|
2024
Q2 | $130K | Hold |
1,500
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $135K | Hold |
1,500
| – | – | 0.01% | 333 |
|
|
2023
Q4 | $127K | Hold |
1,500
| – | – | 0.01% | 346 |
|
|
2023
Q3 | $114K | Hold |
1,500
| – | – | 0.01% | 300 |
|
|
2023
Q2 | $120K | Hold |
1,500
| – | – | 0.01% | 316 |
|
|
2023
Q1 | $111K | Hold |
1,500
| – | – | 0.01% | 329 |
|
|
2022
Q4 | $97.4K | Hold |
1,500
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $90K | Hold |
1,500
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $96K | Sell |
1,500
-300
| -17% | -$19.2K | 0.01% | 325 |
|
|
2022
Q1 | $134K | Sell |
1,800
-56
| -3% | -$4.17K | 0.01% | 314 |
|
|
2021
Q4 | $141K | Hold |
1,856
| – | – | 0.01% | 314 |
|
|
2021
Q3 | $136K | Hold |
1,856
| – | – | 0.01% | 291 |
|
|
2021
Q2 | $137K | Hold |
1,856
| – | – | 0.01% | 303 |
|
|
2021
Q1 | $129K | Buy |
+1,856
| New | +$129K | 0.01% | 306 |
|