Money Concepts Capital’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 | – | Sell |
-5,188
| Closed | -$457K | – | 451 |
|
|
2025
Q1 | $457K | Buy |
5,188
+322
| +7% | +$28.3K | 0.03% | 307 |
|
|
2024
Q4 | $451K | Sell |
4,866
-878
| -15% | -$81.4K | 0.03% | 306 |
|
|
2024
Q3 | $557K | Sell |
5,744
-134
| -2% | -$13K | 0.04% | 284 |
|
|
2024
Q2 | $509K | Sell |
5,878
-1,702
| -22% | -$147K | 0.04% | 285 |
|
|
2024
Q1 | $681K | Buy |
7,580
+427
| +6% | +$38.4K | 0.06% | 251 |
|
|
2023
Q4 | $607K | Sell |
7,153
-4,637
| -39% | -$394K | 0.06% | 245 |
|
|
2023
Q3 | $894K | Buy |
+11,790
| New | +$894K | 0.09% | 205 |
|
|
2023
Q1 | – | Sell |
-20,516
| Closed | -$1.33M | – | 1951 |
|
|
2022
Q4 | $1.33M | Buy |
20,516
+19,770
| +2,650% | +$1.28M | 0.06% | 243 |
|
|
2022
Q3 | $45K | Hold |
746
| – | – | ﹤0.01% | 733 |
|
|
2022
Q2 | $48K | Sell |
746
-16,953
| -96% | -$1.09M | ﹤0.01% | 710 |
|
|
2022
Q1 | $1.32M | Buy |
17,699
+17,024
| +2,522% | +$1.27M | 0.07% | 254 |
|
|
2021
Q4 | $51K | Buy |
+675
| New | +$51K | ﹤0.01% | 593 |
|
|
2021
Q1 | $1.64M | Buy |
23,615
+22,970
| +3,561% | +$1.59M | 0.13% | 165 |
|
|
2020
Q4 | $40K | Buy |
+645
| New | +$40K | ﹤0.01% | 536 |
|