Kestra Private Wealth 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 | $22.8M | Sell |
243,476
-13,913
| -5% | -$1.3M | 0.33% | 57 |
|
|
2025
Q1 | $22.7M | Buy |
257,389
+25,788
| +11% | +$2.27M | 0.38% | 49 |
|
|
2024
Q4 | $21.5M | Buy |
231,601
+17,116
| +8% | +$1.59M | 0.36% | 53 |
|
|
2024
Q3 | $20.8M | Buy |
214,485
+30,733
| +17% | +$2.98M | 0.38% | 48 |
|
|
2024
Q2 | $15.9M | Sell |
183,752
-25,263
| -12% | -$2.19M | 0.32% | 66 |
|
|
2024
Q1 | $18.8M | Buy |
209,015
+100,873
| +93% | +$9.07M | 0.42% | 48 |
|
|
2023
Q4 | $9.18M | Buy |
108,142
+66,922
| +162% | +$5.68M | 0.23% | 102 |
|
|
2023
Q3 | $3.13M | Buy |
41,220
+34,400
| +504% | +$2.61M | 0.1% | 231 |
|
|
2023
Q2 | $544K | Buy |
6,820
+2,813
| +70% | +$224K | 0.02% | 608 |
|
|
2023
Q1 | $296K | Buy |
+4,007
| New | +$296K | 0.01% | 778 |
|