Johnson Investment Counsel’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 | $401K | Hold |
4,280
| – | – | ﹤0.01% | 597 |
|
|
2025
Q1 | $377K | Hold |
4,280
| – | – | ﹤0.01% | 585 |
|
|
2024
Q4 | $397K | Buy |
4,280
+171
| +4% | +$15.9K | ﹤0.01% | 577 |
|
|
2024
Q3 | $398K | Buy |
4,109
+834
| +25% | +$80.9K | ﹤0.01% | 559 |
|
|
2024
Q2 | $284K | Buy |
3,275
+1,000
| +44% | +$86.6K | ﹤0.01% | 612 |
|
|
2024
Q1 | $205K | Buy |
+2,275
| New | +$205K | ﹤0.01% | 719 |
|
|
2022
Q4 | – | Sell |
-3,554
| Closed | -$213K | – | 673 |
|
|
2022
Q3 | $213K | Buy |
+3,554
| New | +$213K | ﹤0.01% | 601 |
|