Kingsview Wealth Management’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 | $349K | Sell |
3,725
-1,554
| -29% | -$146K | 0.01% | 892 |
|
|
2025
Q1 | $465K | Sell |
5,279
-3,218
| -38% | -$283K | 0.01% | 748 |
|
|
2024
Q4 | $788K | Buy |
8,497
+1,183
| +16% | +$110K | 0.02% | 610 |
|
|
2024
Q3 | $709K | Buy |
7,314
+323
| +5% | +$31.3K | 0.01% | 615 |
|
|
2024
Q2 | $605K | Buy |
6,991
+494
| +8% | +$42.8K | 0.01% | 629 |
|
|
2024
Q1 | $584K | Sell |
6,497
-1,049
| -14% | -$94.3K | 0.01% | 627 |
|
|
2023
Q4 | $640K | Sell |
7,546
-14,376
| -66% | -$1.22M | 0.02% | 587 |
|
|
2023
Q3 | $1.66M | Buy |
21,922
+894
| +4% | +$67.8K | 0.06% | 324 |
|
|
2023
Q2 | $1.68M | Buy |
+21,028
| New | +$1.68M | 0.07% | 279 |
|
|
2023
Q1 | – | Sell |
-3,112
| Closed | -$202K | – | 926 |
|
|
2022
Q4 | $202K | Sell |
3,112
-2,203
| -41% | -$143K | 0.01% | 790 |
|
|
2022
Q3 | $319K | Sell |
5,315
-12,718
| -71% | -$763K | 0.02% | 619 |
|
|
2022
Q2 | $1.15M | Sell |
18,033
-2,035
| -10% | -$130K | 0.06% | 331 |
|
|
2022
Q1 | $1.5M | Buy |
20,068
+860
| +4% | +$64.2K | 0.07% | 296 |
|
|
2021
Q4 | $1.46M | Buy |
19,208
+405
| +2% | +$30.8K | 0.06% | 297 |
|
|
2021
Q3 | $1.38M | Buy |
18,803
+795
| +4% | +$58.2K | 0.07% | 298 |
|
|
2021
Q2 | $1.34M | Buy |
18,008
+450
| +3% | +$33.5K | 0.07% | 305 |
|
|
2021
Q1 | $1.23M | Buy |
17,558
+617
| +4% | +$43.1K | 0.07% | 288 |
|
|
2020
Q4 | $1.05M | Sell |
16,941
-1,039
| -6% | -$64.4K | 0.08% | 264 |
|
|
2020
Q3 | $982K | Buy |
17,980
+175
| +1% | +$9.56K | 0.09% | 226 |
|
|
2020
Q2 | $930K | Buy |
17,805
+7,005
| +65% | +$366K | 0.09% | 213 |
|
|
2020
Q1 | $472K | Buy |
+10,800
| New | +$472K | 0.06% | 274 |
|