Novare Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.86M | Buy |
105,170
+1,671
| +2% | +$157K | 0.8% | 46 |
|
|
2025
Q1 | $9.11M | Buy |
103,499
+1,496
| +1% | +$132K | 0.8% | 49 |
|
|
2024
Q4 | $9.46M | Buy |
102,003
+3,405
| +3% | +$316K | 0.8% | 49 |
|
|
2024
Q3 | $9.56M | Buy |
98,598
+20,347
| +26% | +$1.97M | 0.81% | 52 |
|
|
2024
Q2 | $6.78M | Buy |
78,251
+2,414
| +3% | +$209K | 0.61% | 61 |
|
|
2024
Q1 | $6.82M | Buy |
75,837
+13,275
| +21% | +$1.19M | 0.62% | 64 |
|
|
2023
Q4 | $5.31M | Buy |
62,562
+7,120
| +13% | +$604K | 0.54% | 66 |
|
|
2023
Q3 | $4.2M | Buy |
+55,442
| New | +$4.2M | 0.47% | 69 |
|