Kovitz Investment Group Partners’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 | $4.14M | Sell |
44,105
-2,892
| -6% | -$271K | 0.02% | 479 |
|
|
2025
Q1 | $4.14M | Sell |
46,997
-480
| -1% | -$42.2K | 0.02% | 436 |
|
|
2024
Q4 | $4.4M | Buy |
47,477
+622
| +1% | +$57.7K | 0.02% | 422 |
|
|
2024
Q3 | $4.24M | Buy |
46,855
+2,621
| +6% | +$237K | 0.03% | 367 |
|
|
2024
Q2 | $3.83M | Hold |
44,234
| – | – | 0.03% | 328 |
|
|
2024
Q1 | $3.98M | Sell |
44,234
-3,517
| -7% | -$316K | 0.05% | 225 |
|
|
2023
Q4 | $4.05M | Sell |
47,751
-27,448
| -37% | -$2.33M | 0.07% | 181 |
|
|
2023
Q3 | $5.7M | Sell |
75,199
-2,151
| -3% | -$163K | 0.1% | 116 |
|
|
2023
Q2 | $6.17M | Buy |
+77,350
| New | +$6.17M | 0.09% | 114 |
|