Mid Atlantic Financial Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Mid Atlantic Financial Management’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$14.5M	Buy	198,300 +13,411	+7%	+$1.01M	0.97%	15
2021 Q2	$13.7M	Buy	184,889 +18,487	+11%	+$1.35M	0.92%	15
2021 Q1	$11.5M	Buy	166,402 +11,781	+8%	+$776K	0.84%	17
2020 Q4	$9.59M	Buy	154,621 +67,879	+78%	+$4M	0.74%	23
2020 Q3	$5.06M	Sell	86,742 -41,195	-32%	-$2.25M	0.44%	43
2020 Q2	$6.68M	Sell	127,937 -2,253	-2%	-$112K	0.64%	31
2020 Q1	$5.7M	Sell	130,190 -4,110	-3%	-$211K	0.65%	30
2019 Q4	$7.36M	Buy	134,300 +25,866	+24%	+$1.37M	0.69%	22
2019 Q3	$5.44M	Buy	108,434 +21,040	+24%	+$1.03M	0.58%	30
2019 Q2	$4.2M	Buy	87,394 +28,867	+49%	+$1.37M	0.44%	48
2019 Q1	$2.73M	Buy	+58,527	New	+$2.65M	0.3%	67

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Mid Atlantic Financial Management's MOAT Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.3% in Q3 2021, buying an estimated $1.01M and bringing the position to 198,300 shares worth $14.5M. The position accounts for 0.97% of the portfolio, ranked #15.

Mid Atlantic Financial Management first reported a position in MOAT in Q1 2019 and has held it in 11 quarters since. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

Mid Atlantic Financial Management held 198,300 shares of VanEck Morningstar Wide Moat ETF worth $14.5M as of Q3 2021.
Mid Atlantic Financial Management bought 13,411 VanEck Morningstar Wide Moat ETF shares in Q3 2021, an estimated $1.01M.
VanEck Morningstar Wide Moat ETF made up 0.97% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #15 holding.
Mid Atlantic Financial Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 11 quarters since.
308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.