LS
Leelyn Smith’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.3M | Sell |
483,503
-4,944
| -1% | -$464K | 7.44% | 2 |
|
|
2025
Q1 | $43M | Buy |
488,447
+25,156
| +5% | +$2.21M | 7.64% | 2 |
|
|
2024
Q4 | $43M | Buy |
463,291
+15,999
| +4% | +$1.48M | 7.65% | 2 |
|
|
2024
Q3 | $43.4M | Buy |
447,292
+7,249
| +2% | +$703K | 7.83% | 2 |
|
|
2024
Q2 | $38.1M | Sell |
440,043
-304
| -0.1% | -$26.3K | 7.37% | 2 |
|
|
2024
Q1 | $39.6M | Buy |
440,347
+12,297
| +3% | +$1.11M | 7.92% | 1 |
|
|
2023
Q4 | $36.3M | Buy |
428,050
+17,955
| +4% | +$1.52M | 7.96% | 1 |
|
|
2023
Q3 | $31.1M | Buy |
410,095
+2,414
| +0.6% | +$183K | 7.59% | 1 |
|
|
2023
Q2 | $32.5M | Buy |
407,681
+11,131
| +3% | +$888K | 7.86% | 1 |
|
|
2023
Q1 | $29.3M | Buy |
396,550
+20,876
| +6% | +$1.54M | 7.49% | 1 |
|
|
2022
Q4 | $24.4M | Buy |
375,674
+44,208
| +13% | +$2.87M | 6.7% | 2 |
|
|
2022
Q3 | $19.9M | Sell |
331,466
-33,800
| -9% | -$2.03M | 6.87% | 2 |
|
|
2022
Q2 | $23.3M | Buy |
365,266
+8,192
| +2% | +$522K | 6.04% | 2 |
|
|
2022
Q1 | $26.7M | Buy |
357,074
+21,048
| +6% | +$1.57M | 6.95% | 2 |
|
|
2021
Q4 | $25.6M | Buy |
336,026
+5,035
| +2% | +$383K | 6.84% | 3 |
|
|
2021
Q3 | $24.2M | Buy |
330,991
+8,431
| +3% | +$618K | 7.02% | 2 |
|
|
2021
Q2 | $23.9M | Sell |
322,560
-2,655
| -0.8% | -$197K | 7.03% | 2 |
|
|
2021
Q1 | $22.5M | Buy |
325,215
+9,417
| +3% | +$652K | 6.71% | 2 |
|
|
2020
Q4 | $19.6M | Buy |
315,798
+17,196
| +6% | +$1.07M | 6.26% | 2 |
|
|
2020
Q3 | $16.3M | Buy |
298,602
+15,384
| +5% | +$840K | 5.75% | 3 |
|
|
2020
Q2 | $14.8M | Buy |
283,218
+12,668
| +5% | +$662K | 6.1% | 3 |
|
|
2020
Q1 | $11.8M | Buy |
270,550
+31,749
| +13% | +$1.39M | 6.31% | 3 |
|
|
2019
Q4 | $13.1K | Buy |
+238,801
| New | +$13.1K | 6.3% | 3 |
|