Laurel Wealth Advisors (California)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,709	Closed	-$236K	–	651
2022 Q2	$236K	Sell	3,709 -9	-0.2%	-$618	0.02%	578
2022 Q1	$278K	Sell	3,718 -2,130	-36%	-$157K	0.02%	610
2021 Q4	$445K	Buy	5,848 +894	+18%	+$67.8K	0.03%	483
2021 Q3	$363K	Buy	4,954 +641	+15%	+$48.3K	0.07%	295
2021 Q2	$319K	Buy	4,313 +760	+21%	+$55.3K	0.04%	388
2021 Q1	$246K	Buy	+3,553	New	+$234K	0.04%	398
2020 Q1	–	Sell	-4,400	Closed	-$241K	–	412
2019 Q4	$241K	Hold	4,400	–	–	0.04%	401
2019 Q3	$221K	Hold	4,400	–	–	0.04%	417
2019 Q2	$211K	Hold	4,400	–	–	0.05%	376
2019 Q1	$205K	Buy	+4,400	New	+$199K	0.05%	365
2018 Q4	–	Sell	-4,400	Closed	-$205K	–	400
2018 Q3	$205K	Buy	+4,400	New	+$201K	0.05%	369
2018 Q2	–	Sell	-5,900	Closed	-$244K	–	389
2018 Q1	$244K	Sell	5,900 -1,050	-15%	-$45.6K	0.08%	281
2017 Q4	$295K	Hold	6,950	–	–	0.08%	259
2017 Q3	$280K	Hold	6,950	–	–	0.09%	231
2017 Q2	$274K	Hold	6,950	–	–	0.1%	227
2017 Q1	$260K	Buy	6,950 +750	+12%	+$27.6K	0.1%	217
2016 Q4	$251K	Buy	+6,200	New	+$214K	0.11%	195

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MOAT Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2022, closing a stake of 3,709 shares — an estimated $236K sold.

Laurel Wealth Advisors (California) first reported a position in MOAT in Q4 2016 and held it in 17 quarters. The position peaked at $445K in Q4 2021. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

Laurel Wealth Advisors (California) reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 3,709 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $236K.
Laurel Wealth Advisors (California) first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2016 and held it in 17 quarters.
Laurel Wealth Advisors (California)'s VanEck Morningstar Wide Moat ETF position peaked at $445K in Q4 2021.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.