Mutual Advisors’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 | $4.09M | Sell |
41,197
-6,549
| -14% | -$650K | 0.1% | 197 |
|
|
2025
Q1 | $4.06M | Sell |
47,746
-406
| -0.8% | -$34.6K | 0.12% | 177 |
|
|
2024
Q4 | $4.51M | Sell |
48,152
-141
| -0.3% | -$13.2K | 0.13% | 154 |
|
|
2024
Q3 | $4.63M | Buy |
48,293
+291
| +0.6% | +$27.9K | 0.14% | 144 |
|
|
2024
Q2 | $4.36M | Buy |
48,002
+2,533
| +6% | +$230K | 0.13% | 156 |
|
|
2024
Q1 | $4.09M | Buy |
45,469
+5,503
| +14% | +$495K | 0.13% | 150 |
|
|
2023
Q4 | $3.39M | Buy |
39,966
+5,917
| +17% | +$502K | 0.12% | 173 |
|
|
2023
Q3 | $2.58M | Buy |
34,049
+2,444
| +8% | +$185K | 0.1% | 194 |
|
|
2023
Q2 | $2.52M | Buy |
31,605
+4,243
| +16% | +$339K | 0.1% | 207 |
|
|
2023
Q1 | $2.02M | Buy |
27,362
+3,066
| +13% | +$226K | 0.08% | 239 |
|
|
2022
Q4 | $1.58M | Buy |
24,296
+263
| +1% | +$17.1K | 0.07% | 286 |
|
|
2022
Q3 | $1.44M | Buy |
24,033
+15,798
| +192% | +$948K | 0.07% | 267 |
|
|
2022
Q2 | $525K | Buy |
8,235
+2,941
| +56% | +$187K | 0.03% | 518 |
|
|
2022
Q1 | $395K | Sell |
5,294
-493
| -9% | -$36.8K | 0.02% | 638 |
|
|
2021
Q4 | $440K | Buy |
5,787
+1,405
| +32% | +$107K | 0.02% | 614 |
|
|
2021
Q3 | $321K | Sell |
4,382
-864
| -16% | -$63.3K | 0.02% | 695 |
|
|
2021
Q2 | $389K | Buy |
5,246
+1,298
| +33% | +$96.2K | 0.02% | 604 |
|
|
2021
Q1 | $274K | Sell |
3,948
-132
| -3% | -$9.16K | 0.02% | 650 |
|
|
2020
Q4 | $253K | Buy |
+4,080
| New | +$253K | 0.02% | 637 |
|
|
2020
Q1 | – | Sell |
-96,494
| Closed | -$5.29M | – | 615 |
|
|
2019
Q4 | $5.29M | Buy |
96,494
+28,387
| +42% | +$1.56M | 0.56% | 33 |
|
|
2019
Q3 | $3.42M | Sell |
68,107
-74
| -0.1% | -$3.71K | 0.45% | 46 |
|
|
2019
Q2 | $3.28M | Buy |
68,181
+43,432
| +175% | +$2.09M | 0.43% | 45 |
|
|
2019
Q1 | $1.15M | Buy |
+24,749
| New | +$1.15M | 0.17% | 145 |
|