Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $14.5M | Buy |
198,300
+13,411
| +7% | +$982K | 0.97% | 15 |
|
|
2021
Q2 | $13.7M | Buy |
184,889
+18,487
| +11% | +$1.37M | 0.92% | 15 |
|
|
2021
Q1 | $11.5M | Buy |
166,402
+11,781
| +8% | +$816K | 0.84% | 17 |
|
|
2020
Q4 | $9.59M | Buy |
154,621
+67,879
| +78% | +$4.21M | 0.74% | 23 |
|
|
2020
Q3 | $5.06M | Sell |
86,742
-41,195
| -32% | -$2.4M | 0.44% | 43 |
|
|
2020
Q2 | $6.68M | Sell |
127,937
-2,253
| -2% | -$118K | 0.64% | 31 |
|
|
2020
Q1 | $5.7M | Sell |
130,190
-4,110
| -3% | -$180K | 0.65% | 30 |
|
|
2019
Q4 | $7.36M | Buy |
134,300
+25,866
| +24% | +$1.42M | 0.69% | 22 |
|
|
2019
Q3 | $5.44M | Buy |
108,434
+21,040
| +24% | +$1.06M | 0.58% | 30 |
|
|
2019
Q2 | $4.2M | Buy |
87,394
+28,867
| +49% | +$1.39M | 0.44% | 48 |
|
|
2019
Q1 | $2.73M | Buy |
+58,527
| New | +$2.73M | 0.3% | 67 |
|