MML Investors 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 | $20.4M | Sell |
218,012
-39,130
| -15% | -$3.67M | 0.06% | 315 |
|
2025
Q1 | $22.6M | Sell |
257,142
-11,301
| -4% | -$994K | 0.08% | 258 |
|
2024
Q4 | $24.9M | Buy |
268,443
+17,496
| +7% | +$1.62M | 0.09% | 233 |
|
2024
Q3 | $24.3M | Buy |
250,947
+10
| +0% | +$969 | 0.09% | 229 |
|
2024
Q2 | $21.7M | Sell |
250,937
-67,975
| -21% | -$5.89M | 0.09% | 233 |
|
2024
Q1 | $28.7M | Buy |
318,912
+32,720
| +11% | +$2.94M | 0.12% | 192 |
|
2023
Q4 | $24.3M | Buy |
286,192
+13,881
| +5% | +$1.18M | 0.11% | 198 |
|
2023
Q3 | $20.7M | Buy |
272,311
+94,087
| +53% | +$7.14M | 0.11% | 193 |
|
2023
Q2 | $14.2M | Buy |
178,224
+55,595
| +45% | +$4.44M | 0.08% | 254 |
|
2023
Q1 | $9.05M | Sell |
122,629
-34,528
| -22% | -$2.55M | 0.06% | 308 |
|
2022
Q4 | $10.2M | Buy |
157,157
+666
| +0.4% | +$43.2K | 0.07% | 294 |
|
2022
Q3 | $9.39M | Sell |
156,491
-10,618
| -6% | -$637K | 0.07% | 271 |
|
2022
Q2 | $10.7M | Buy |
167,109
+1,156
| +0.7% | +$73.7K | 0.08% | 251 |
|
2022
Q1 | $12.4M | Sell |
165,953
-100,455
| -38% | -$7.5M | 0.09% | 242 |
|
2021
Q4 | $20.3M | Sell |
266,408
-2,574
| -1% | -$196K | 0.15% | 153 |
|
2021
Q3 | $19.7M | Buy |
268,982
+79,905
| +42% | +$5.85M | 0.16% | 141 |
|
2021
Q2 | $14M | Sell |
189,077
-8,268
| -4% | -$612K | 0.12% | 192 |
|
2021
Q1 | $13.7M | Buy |
197,345
+1,947
| +1% | +$135K | 0.13% | 173 |
|
2020
Q4 | $12.1M | Sell |
195,398
-945
| -0.5% | -$58.6K | 0.13% | 174 |
|
2020
Q3 | $10.7M | Buy |
196,343
+14,353
| +8% | +$784K | 0.13% | 166 |
|
2020
Q2 | $9.51M | Buy |
181,990
+64,796
| +55% | +$3.38M | 0.13% | 182 |
|
2020
Q1 | $5.13M | Buy |
117,194
+62,386
| +114% | +$2.73M | 0.09% | 224 |
|
2019
Q4 | $3M | Buy |
54,808
+9,410
| +21% | +$515K | 0.04% | 374 |
|
2019
Q3 | $2.28M | Sell |
45,398
-298
| -0.7% | -$14.9K | 0.04% | 407 |
|
2019
Q2 | $2.2M | Buy |
45,696
+1,459
| +3% | +$70.1K | 0.03% | 466 |
|
2019
Q1 | $2.06M | Buy |
44,237
+14,164
| +47% | +$661K | 0.03% | 449 |
|
2018
Q4 | $1.24M | Buy |
30,073
+3,289
| +12% | +$135K | 0.02% | 580 |
|
2018
Q3 | $1.25M | Buy |
26,784
+14,821
| +124% | +$693K | 0.02% | 599 |
|
2018
Q2 | $521K | Buy |
11,963
+870
| +8% | +$37.9K | 0.01% | 827 |
|
2018
Q1 | $460K | Buy |
+11,093
| New | +$460K | 0.01% | 873 |
|