Kovack Advisors’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 | $498K | Buy |
5,308
+392
| +8% | +$36.8K | 0.05% | 330 |
|
|
2025
Q1 | $433K | Sell |
4,916
-344
| -7% | -$30.3K | 0.05% | 338 |
|
|
2024
Q4 | $488K | Sell |
5,260
-8
| -0.2% | -$742 | 0.05% | 310 |
|
|
2024
Q3 | $511K | Buy |
5,268
+5
| +0.1% | +$485 | 0.05% | 294 |
|
|
2024
Q2 | $456K | Buy |
5,263
+1,035
| +24% | +$89.6K | 0.05% | 319 |
|
|
2024
Q1 | $380K | Buy |
4,228
+1,115
| +36% | +$100K | 0.05% | 305 |
|
|
2023
Q4 | $264K | Sell |
3,113
-16,094
| -84% | -$1.37M | 0.03% | 449 |
|
|
2023
Q3 | $1.46M | Buy |
19,207
+235
| +1% | +$17.8K | 0.2% | 108 |
|
|
2023
Q2 | $1.51M | Buy |
18,972
+15,595
| +462% | +$1.24M | 0.19% | 104 |
|
|
2023
Q1 | $249K | Sell |
3,377
-534
| -14% | -$39.4K | 0.03% | 455 |
|
|
2022
Q4 | $254K | Sell |
3,911
-2,777
| -42% | -$180K | 0.04% | 449 |
|
|
2022
Q3 | $401K | Buy |
+6,688
| New | +$401K | 0.06% | 335 |
|
|
2020
Q4 | – | Sell |
-126,733
| Closed | -$6.92M | – | 607 |
|
|
2020
Q3 | $6.92M | Sell |
126,733
-12,395
| -9% | -$677K | 1.23% | 8 |
|
|
2020
Q2 | $7.27M | Buy |
139,128
+41,353
| +42% | +$2.16M | 1.41% | 6 |
|
|
2020
Q1 | $4.28M | Buy |
+97,775
| New | +$4.28M | 0.99% | 11 |
|