Kestra Advisory Services’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 | $7.16M | Sell |
76,370
-62,187
| -45% | -$5.83M | 0.03% | 486 |
|
|
2025
Q1 | $12.2M | Sell |
138,557
-20,238
| -13% | -$1.78M | 0.06% | 295 |
|
|
2024
Q4 | $14.7M | Sell |
158,795
-3,015
| -2% | -$280K | 0.08% | 254 |
|
|
2024
Q3 | $15.7M | Buy |
161,810
+16,095
| +11% | +$1.56M | 0.09% | 247 |
|
|
2024
Q2 | $12.6M | Buy |
145,715
+16,678
| +13% | +$1.44M | 0.07% | 298 |
|
|
2024
Q1 | $11.6M | Sell |
129,037
-53,607
| -29% | -$4.82M | 0.08% | 274 |
|
|
2023
Q4 | $15.5M | Buy |
182,644
+7,013
| +4% | +$595K | 0.13% | 173 |
|
|
2023
Q3 | $13.3M | Buy |
175,631
+55,669
| +46% | +$4.22M | 0.13% | 174 |
|
|
2023
Q2 | $9.57M | Buy |
119,962
+78,140
| +187% | +$6.23M | 0.1% | 234 |
|
|
2023
Q1 | $3.09M | Sell |
41,822
-5,856
| -12% | -$432K | 0.03% | 496 |
|
|
2022
Q4 | $3.09M | Buy |
47,678
+3,514
| +8% | +$228K | 0.03% | 580 |
|
|
2022
Q3 | $2.65M | Sell |
44,164
-207
| -0.5% | -$12.4K | 0.03% | 570 |
|
|
2022
Q2 | $2.83M | Buy |
44,371
+2,226
| +5% | +$142K | 0.03% | 542 |
|
|
2022
Q1 | $3.15M | Sell |
42,145
-1,065
| -2% | -$79.6K | 0.03% | 521 |
|
|
2021
Q4 | $3.29M | Sell |
43,210
-51,225
| -54% | -$3.9M | 0.03% | 508 |
|
|
2021
Q3 | $6.92M | Buy |
94,435
+51,200
| +118% | +$3.75M | 0.07% | 304 |
|
|
2021
Q2 | $3.2M | Sell |
43,235
-198
| -0.5% | -$14.7K | 0.04% | 495 |
|
|
2021
Q1 | $3.01M | Sell |
43,433
-23,070
| -35% | -$1.6M | 0.04% | 475 |
|
|
2020
Q4 | $4.11M | Buy |
66,503
+24,905
| +60% | +$1.54M | 0.05% | 385 |
|
|
2020
Q3 | $2.27M | Buy |
+41,598
| New | +$2.27M | 0.04% | 400 |
|