Larson Financial Group’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 | $797K | Sell |
8,494
-880
| -9% | -$82.5K | 0.03% | 334 |
|
|
2025
Q1 | $825K | Buy |
9,374
+757
| +9% | +$66.6K | 0.04% | 298 |
|
|
2024
Q4 | $799K | Sell |
8,617
-9,802
| -53% | -$909K | 0.04% | 278 |
|
|
2024
Q3 | $1.79M | Buy |
18,419
+3,006
| +20% | +$291K | 0.1% | 175 |
|
|
2024
Q2 | $1.33M | Buy |
15,413
+3,545
| +30% | +$307K | 0.09% | 173 |
|
|
2024
Q1 | $1.07M | Sell |
11,868
-821
| -6% | -$73.8K | 0.08% | 165 |
|
|
2023
Q4 | $1.08M | Sell |
12,689
-241
| -2% | -$20.5K | 0.09% | 156 |
|
|
2023
Q3 | $981K | Buy |
12,930
+12,025
| +1,329% | +$912K | 0.1% | 157 |
|
|
2023
Q2 | $72.2K | Sell |
905
-621
| -41% | -$49.6K | 0.01% | 476 |
|
|
2023
Q1 | $113K | Buy |
1,526
+761
| +99% | +$56.2K | 0.01% | 410 |
|
|
2022
Q4 | $49.7K | Buy |
+765
| New | +$49.7K | 0.01% | 515 |
|