Lowe Wealth 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 | $200K | Sell |
2,134
-350
| -14% | -$32.8K | 0.08% | 57 |
|
|
2025
Q1 | $219K | Hold |
2,484
| – | – | 0.09% | 50 |
|
|
2024
Q4 | $230K | Buy |
2,484
+609
| +32% | +$56.5K | 0.1% | 50 |
|
|
2024
Q3 | $182K | Buy |
1,875
+35
| +2% | +$3.39K | 0.08% | 51 |
|
|
2024
Q2 | $159K | Sell |
1,840
-250
| -12% | -$21.7K | 0.07% | 53 |
|
|
2024
Q1 | $188K | Buy |
2,090
+281
| +16% | +$25.3K | 0.09% | 51 |
|
|
2023
Q4 | $154K | Buy |
1,809
+39
| +2% | +$3.31K | 0.08% | 59 |
|
|
2023
Q3 | $134K | Sell |
1,770
-500
| -22% | -$37.9K | 0.07% | 60 |
|
|
2023
Q2 | $181K | Buy |
2,270
+1,875
| +475% | +$150K | 0.09% | 55 |
|
|
2023
Q1 | $29.2K | Buy |
+395
| New | +$29.2K | 0.02% | 133 |
|