Madden Advisory Services’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 | $325K | Sell |
3,466
-45
| -1% | -$4.22K | 0.14% | 85 |
|
|
2025
Q1 | $309K | Buy |
3,511
+4
| +0.1% | +$352 | 0.14% | 83 |
|
|
2024
Q4 | $325K | Buy |
3,507
+33
| +0.9% | +$3.06K | 0.15% | 81 |
|
|
2024
Q3 | $337K | Buy |
+3,474
| New | +$337K | 0.15% | 81 |
|
|
2021
Q1 | – | Sell |
-3,612
| Closed | -$224K | – | 71 |
|
|
2020
Q4 | $224K | Sell |
3,612
-319
| -8% | -$19.8K | 0.19% | 66 |
|
|
2020
Q3 | $214K | Hold |
3,931
| – | – | 0.2% | 66 |
|
|
2020
Q2 | $205K | Sell |
3,931
-776
| -16% | -$40.5K | 0.21% | 66 |
|
|
2020
Q1 | $205K | Hold |
4,707
| – | – | 0.14% | 72 |
|
|
2019
Q4 | $257K | Sell |
4,707
-873
| -16% | -$47.7K | 0.17% | 68 |
|
|
2019
Q3 | $279K | Sell |
5,580
-2,930
| -34% | -$147K | 0.2% | 68 |
|
|
2019
Q2 | $408K | Sell |
8,510
-2,210
| -21% | -$106K | 0.25% | 65 |
|
|
2019
Q1 | $499K | Hold |
10,720
| – | – | 0.27% | 67 |
|
|
2018
Q4 | $441K | Buy |
+10,720
| New | +$441K | 0.27% | 68 |
|