LFAS
Level Four Advisory Services’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 | $33.6M | Buy |
357,975
+6,198
| +2% | +$581K | 1.24% | 7 |
|
|
2025
Q1 | $31M | Buy |
351,777
+19,073
| +6% | +$1.68M | 1.27% | 7 |
|
|
2024
Q4 | $30.9M | Buy |
332,704
+13,021
| +4% | +$1.21M | 1.26% | 8 |
|
|
2024
Q3 | $30.1M | Buy |
319,683
+30,933
| +11% | +$2.92M | 1.27% | 9 |
|
|
2024
Q2 | $25M | Sell |
288,750
-74,807
| -21% | -$6.48M | 1.13% | 11 |
|
|
2024
Q1 | $30.9M | Buy |
363,557
+5,323
| +1% | +$452K | 1.7% | 7 |
|
|
2023
Q4 | $30.4M | Buy |
358,234
+25,057
| +8% | +$2.13M | 1.71% | 7 |
|
|
2023
Q3 | $25.3M | Buy |
333,177
+58,707
| +21% | +$4.45M | 1.63% | 7 |
|
|
2023
Q2 | $21.9M | Buy |
274,470
+66,344
| +32% | +$5.29M | 1.32% | 10 |
|
|
2023
Q1 | $15.4M | Buy |
208,126
+4,989
| +2% | +$368K | 1.01% | 13 |
|
|
2022
Q4 | $13.2M | Sell |
203,137
-24,585
| -11% | -$1.6M | 0.98% | 15 |
|
|
2022
Q3 | $13.7M | Buy |
227,722
+3,925
| +2% | +$235K | 1.33% | 10 |
|
|
2022
Q2 | $14.3M | Buy |
223,797
+11,856
| +6% | +$756K | 1.35% | 9 |
|
|
2022
Q1 | $15.8M | Sell |
211,941
-6,240
| -3% | -$466K | 1.24% | 9 |
|
|
2021
Q4 | $16.6M | Buy |
218,181
+64,905
| +42% | +$4.94M | 1.27% | 8 |
|
|
2021
Q3 | $11.2M | Buy |
153,276
+41,653
| +37% | +$3.05M | 1.17% | 11 |
|
|
2021
Q2 | $8.27M | Buy |
111,623
+5,433
| +5% | +$402K | 0.57% | 34 |
|
|
2021
Q1 | $7.36M | Buy |
106,190
+5,653
| +6% | +$392K | 0.57% | 30 |
|
|
2020
Q4 | $6.23M | Buy |
100,537
+2,498
| +3% | +$155K | 0.5% | 45 |
|
|
2020
Q3 | $5.35M | Buy |
98,039
+30,074
| +44% | +$1.64M | 0.41% | 53 |
|
|
2020
Q2 | $3.56M | Sell |
67,965
-25,027
| -27% | -$1.31M | 0.28% | 89 |
|
|
2020
Q1 | $4.06M | Buy |
92,992
+33,670
| +57% | +$1.47M | 0.49% | 42 |
|
|
2019
Q4 | $3.25M | Sell |
59,322
-1,285
| -2% | -$70.4K | 0.13% | 177 |
|
|
2019
Q3 | $3.04M | Buy |
60,607
+3,710
| +7% | +$186K | 0.31% | 71 |
|
|
2019
Q2 | $2.74M | Buy |
56,897
+519
| +0.9% | +$24.9K | 0.28% | 78 |
|
|
2019
Q1 | $2.63M | Buy |
56,378
+11,159
| +25% | +$521K | 0.29% | 76 |
|
|
2018
Q4 | $1.86M | Buy |
45,219
+690
| +2% | +$28.4K | 0.23% | 98 |
|
|
2018
Q3 | $2.08M | Buy |
44,529
+1,375
| +3% | +$64.3K | 0.23% | 104 |
|
|
2018
Q2 | $1.88M | Buy |
43,154
+653
| +2% | +$28.4K | 0.14% | 148 |
|
|
2018
Q1 | $1.76M | Sell |
42,501
-144,288
| -77% | -$5.99M | 0.14% | 145 |
|
|
2017
Q4 | $7.93M | Buy |
186,789
+7,334
| +4% | +$311K | 0.62% | 33 |
|
|
2017
Q3 | $7.24M | Buy |
179,455
+73,585
| +70% | +$2.97M | 0.64% | 28 |
|
|
2017
Q2 | $3.95M | Sell |
105,870
-2,820
| -3% | -$105K | 0.61% | 36 |
|
|
2017
Q1 | $4.05M | Buy |
+108,690
| New | +$4.05M | 0.41% | 54 |
|