Kelman-Lazarov Inc’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
20,436
+289
|
|
||||
|
2025
Q1 | $537K | Buy |
20,147
+1,022
|
|
||||
|
2024
Q4 | $539K | Buy |
19,125
+68
|
|
||||
|
2024
Q3 | $552K | Buy |
19,057
+637
|
|
||||
|
2024
Q2 | $484K | Buy |
18,420
+382
|
|
||||
|
2024
Q1 | $489K | Sell |
18,038
-370
|
|
||||
|
2023
Q4 | $470K | Buy |
18,408
+5
|
|
||||
|
2023
Q3 | $425K | Sell |
18,403
-928
|
|
||||
|
2023
Q2 | $474K | Sell |
19,331
-49
|
|
||||
|
2023
Q1 | $454K | Sell |
19,380
-12
|
|
||||
|
2022
Q4 | $423K | Sell |
19,392
-512
|
|
||||
|
2022
Q3 | $397K | Sell |
19,904
-1,619
|
|
||||
|
2022
Q2 | $461K | Buy |
+21,523
|
|