Lido Advisors’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 | $4.91M | Sell |
52,367
-3,429
| -6% | -$322K | 0.02% | 357 |
|
|
2025
Q1 | $4.91M | Sell |
55,796
-4,663
| -8% | -$410K | 0.02% | 326 |
|
|
2024
Q4 | $5.61M | Sell |
60,459
-2,703
| -4% | -$251K | 0.03% | 289 |
|
|
2024
Q3 | $6.12M | Buy |
63,162
+1,709
| +3% | +$166K | 0.03% | 260 |
|
|
2024
Q2 | $5.32M | Buy |
61,453
+2,315
| +4% | +$201K | 0.03% | 261 |
|
|
2024
Q1 | $5.32M | Sell |
59,138
-2,710
| -4% | -$244K | 0.03% | 264 |
|
|
2023
Q4 | $5.25M | Buy |
61,848
+23,008
| +59% | +$1.95M | 0.04% | 242 |
|
|
2023
Q3 | $2.95M | Sell |
38,840
-2,546
| -6% | -$193K | 0.02% | 298 |
|
|
2023
Q2 | $3.3M | Buy |
41,386
+32,295
| +355% | +$2.58M | 0.02% | 266 |
|
|
2023
Q1 | $671K | Buy |
9,091
+2,073
| +30% | +$153K | 0.01% | 530 |
|
|
2022
Q4 | $456K | Buy |
7,018
+2,496
| +55% | +$162K | 0.01% | 560 |
|
|
2022
Q3 | $271K | Sell |
4,522
-100
| -2% | -$5.99K | ﹤0.01% | 697 |
|
|
2022
Q2 | $294K | Buy |
4,622
+100
| +2% | +$6.36K | ﹤0.01% | 656 |
|
|
2022
Q1 | $337K | Sell |
4,522
-601
| -12% | -$44.8K | ﹤0.01% | 680 |
|
|
2021
Q4 | $389K | Buy |
5,123
+601
| +13% | +$45.6K | ﹤0.01% | 612 |
|
|
2021
Q3 | $331K | Sell |
4,522
-1,456
| -24% | -$107K | ﹤0.01% | 631 |
|
|
2021
Q2 | $443K | Sell |
5,978
-971
| -14% | -$72K | 0.01% | 496 |
|
|
2021
Q1 | $481K | Buy |
6,949
+1,000
| +17% | +$69.2K | 0.01% | 446 |
|
|
2020
Q4 | $368K | Buy |
+5,949
| New | +$368K | 0.01% | 495 |
|