Kelman-Lazarov Inc’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 | $51.4M | Buy |
547,529
+10,448
| +2% | +$980K | 8.32% | 3 |
|
|
2025
Q1 | $47.3M | Buy |
537,081
+11,553
| +2% | +$1.02M | 8.58% | 2 |
|
|
2024
Q4 | $48.7M | Sell |
525,528
-22,465
| -4% | -$2.08M | 8.77% | 3 |
|
|
2024
Q3 | $53.1M | Buy |
547,993
+6,582
| +1% | +$638K | 9.14% | 2 |
|
|
2024
Q2 | $46.9M | Sell |
541,411
-3,599
| -0.7% | -$312K | 8.74% | 3 |
|
|
2024
Q1 | $49M | Buy |
545,010
+3,533
| +0.7% | +$318K | 9.58% | 2 |
|
|
2023
Q4 | $46M | Sell |
541,477
-4,364
| -0.8% | -$370K | 9.95% | 2 |
|
|
2023
Q3 | $41.4M | Buy |
545,841
+5,500
| +1% | +$417K | 9.79% | 2 |
|
|
2023
Q2 | $43.1M | Buy |
540,341
+13,199
| +3% | +$1.05M | 10.37% | 2 |
|
|
2023
Q1 | $38.9M | Sell |
527,142
-1,774
| -0.3% | -$131K | 10.1% | 2 |
|
|
2022
Q4 | $34.3M | Buy |
528,916
+12,470
| +2% | +$809K | 9.66% | 2 |
|
|
2022
Q3 | $31M | Buy |
516,446
+3,735
| +0.7% | +$224K | 10.54% | 2 |
|
|
2022
Q2 | $32.7M | Sell |
512,711
-3,374
| -0.7% | -$215K | 11.04% | 2 |
|
|
2022
Q1 | $38.6M | Buy |
516,085
+8,067
| +2% | +$603K | 12.83% | 2 |
|
|
2021
Q4 | $38.7M | Buy |
508,018
+10,516
| +2% | +$800K | 12.44% | 3 |
|
|
2021
Q3 | $36.4M | Buy |
497,502
+27,889
| +6% | +$2.04M | 12.76% | 2 |
|
|
2021
Q2 | $34.8M | Buy |
469,613
+102,737
| +28% | +$7.61M | 12.14% | 3 |
|
|
2021
Q1 | $25.4M | Sell |
366,876
-722
| -0.2% | -$50K | 9.06% | 3 |
|
|
2020
Q4 | $22.8M | Sell |
367,598
-5,302
| -1% | -$329K | 8.74% | 4 |
|
|
2020
Q3 | $20.4M | Sell |
372,900
-9,372
| -2% | -$512K | 9.25% | 4 |
|
|
2020
Q2 | $20M | Sell |
382,272
-38,786
| -9% | -$2.03M | 9.25% | 3 |
|
|
2020
Q1 | $18.4M | Buy |
421,058
+85,897
| +26% | +$3.76M | 9.87% | 4 |
|
|
2019
Q4 | $18.4M | Buy |
335,161
+36,049
| +12% | +$1.97M | 8.26% | 3 |
|
|
2019
Q3 | $15M | Buy |
299,112
+3,672
| +1% | +$184K | 7.39% | 4 |
|
|
2019
Q2 | $14.2M | Buy |
295,440
+8,878
| +3% | +$426K | 7.27% | 4 |
|
|
2019
Q1 | $13.4M | Buy |
286,562
+17,227
| +6% | +$803K | 7.05% | 3 |
|
|
2018
Q4 | $11.1M | Buy |
269,335
+9,500
| +4% | +$391K | 6.9% | 2 |
|
|
2018
Q3 | $12.1M | Sell |
259,835
-1,566
| -0.6% | -$73.2K | 7.11% | 1 |
|
|
2018
Q2 | $11.4M | Buy |
261,401
+8,240
| +3% | +$359K | 6.11% | 1 |
|
|
2018
Q1 | $10.5M | Buy |
253,161
+548
| +0.2% | +$22.7K | 5.64% | 3 |
|
|
2017
Q4 | $10.7M | Buy |
252,613
+7,978
| +3% | +$339K | 5.48% | 2 |
|
|
2017
Q3 | $9.87M | Buy |
244,635
+19,001
| +8% | +$767K | 5.21% | 2 |
|
|
2017
Q2 | $8.92M | Buy |
225,634
+19,396
| +9% | +$767K | 4.89% | 2 |
|
|
2017
Q1 | $7.74M | Buy |
206,238
+14,173
| +7% | +$532K | 4.98% | 1 |
|
|
2016
Q4 | $6.69M | Buy |
192,065
+12,065
| +7% | +$420K | 3.77% | 2 |
|
|
2016
Q3 | $6.09M | Buy |
180,000
+20,995
| +13% | +$710K | 3.45% | 3 |
|
|
2016
Q2 | $5.22M | Buy |
159,005
+25,750
| +19% | +$845K | 2.98% | 3 |
|
|
2016
Q1 | $4.13M | Buy |
+133,255
| New | +$4.13M | 2.42% | 7 |
|