Jones Financial Companies’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93M | Buy |
993,184
+110,413
| +13% | +$10.3M | 0.07% | 89 |
|
|
2025
Q1 | $77.4M | Buy |
882,771
+201,826
| +30% | +$17.7M | 0.07% | 83 |
|
|
2024
Q4 | $63.1M | Buy |
680,945
+260,624
| +62% | +$24.2M | 0.06% | 76 |
|
|
2024
Q3 | $40.7M | Buy |
420,321
+253,366
| +152% | +$24.5M | 0.04% | 85 |
|
|
2024
Q2 | $14.5M | Buy |
166,955
+144,473
| +643% | +$12.5M | 0.02% | 121 |
|
|
2024
Q1 | $2.02M | Buy |
22,482
+21,827
| +3,332% | +$1.96M | ﹤0.01% | 194 |
|
|
2023
Q4 | $55.6K | Buy |
+655
| New | +$55.6K | ﹤0.01% | 458 |
|
|
2021
Q2 | – | Sell |
-1,220
| Closed | -$85K | – | 734 |
|
|
2021
Q1 | $85K | Buy |
+1,220
| New | +$85K | ﹤0.01% | 287 |
|