Key Financial 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 | $210K | Hold |
2,242
| – | – | 0.04% | 271 |
|
|
2025
Q1 | $197K | Hold |
2,242
| – | – | 0.04% | 268 |
|
|
2024
Q4 | $208K | Hold |
2,242
| – | – | 0.05% | 251 |
|
|
2024
Q3 | $217K | Hold |
2,242
| – | – | 0.05% | 238 |
|
|
2024
Q2 | $194K | Hold |
2,242
| – | – | 0.05% | 249 |
|
|
2024
Q1 | $202K | Hold |
2,242
| – | – | 0.05% | 230 |
|
|
2023
Q4 | $190K | Hold |
2,242
| – | – | 0.05% | 227 |
|
|
2023
Q3 | $170K | Hold |
2,242
| – | – | 0.06% | 222 |
|
|
2023
Q2 | $179K | Hold |
2,242
| – | – | 0.06% | 222 |
|
|
2023
Q1 | $166K | Hold |
2,242
| – | – | 0.06% | 222 |
|
|
2022
Q4 | $134K | Hold |
2,242
| – | – | 0.06% | 214 |
|
|
2022
Q3 | $134K | Hold |
2,242
| – | – | 0.06% | 216 |
|
|
2022
Q2 | $144K | Buy |
+2,242
| New | +$144K | 0.08% | 196 |
|