Kelman-Lazarov Inc’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
20,436
+289
| +1% | +$8.01K | 0.09% | 73 |
|
|
2025
Q1 | $537K | Buy |
20,147
+1,022
| +5% | +$27.3K | 0.1% | 73 |
|
|
2024
Q4 | $539K | Buy |
19,125
+68
| +0.4% | +$1.92K | 0.1% | 70 |
|
|
2024
Q3 | $552K | Buy |
19,057
+637
| +3% | +$18.4K | 0.09% | 71 |
|
|
2024
Q2 | $484K | Buy |
18,420
+382
| +2% | +$10K | 0.09% | 71 |
|
|
2024
Q1 | $489K | Sell |
18,038
-370
| -2% | -$10K | 0.1% | 70 |
|
|
2023
Q4 | $470K | Buy |
18,408
+5
| +0% | +$128 | 0.1% | 68 |
|
|
2023
Q3 | $425K | Sell |
18,403
-928
| -5% | -$21.4K | 0.1% | 68 |
|
|
2023
Q2 | $474K | Sell |
19,331
-49
| -0.3% | -$1.2K | 0.11% | 66 |
|
|
2023
Q1 | $454K | Sell |
19,380
-12
| -0.1% | -$281 | 0.12% | 63 |
|
|
2022
Q4 | $423K | Sell |
19,392
-512
| -3% | -$11.2K | 0.12% | 62 |
|
|
2022
Q3 | $397K | Sell |
19,904
-1,619
| -8% | -$32.3K | 0.14% | 58 |
|
|
2022
Q2 | $461K | Buy |
+21,523
| New | +$461K | 0.16% | 53 |
|