OneDigital Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.7M | Sell |
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|
2025
Q1 | $53.1M | Sell |
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|
2024
Q4 | $61.8M | Sell |
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|
2024
Q3 | $71.7M | Sell |
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|
2024
Q2 | $66.1M | Sell |
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|
2024
Q1 | $71.4M | Sell |
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|
2023
Q4 | $73.2M | Sell |
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|
2023
Q3 | $73.3M | Sell |
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|
2023
Q2 | $80.2M | Sell |
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|
2023
Q1 | $83.6M | Sell |
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|
2022
Q4 | $80M | Sell |
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|
2022
Q3 | $97.2M | Sell |
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|
2022
Q2 | $111M | Sell |
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|
2022
Q1 | $136M | Buy |
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|
2021
Q4 | $136M | Buy |
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|
2021
Q3 | $128M | Buy |
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|
2021
Q2 | $124M | Buy |
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|
2021
Q1 | $106M | Buy |
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|
2020
Q4 | $87.6M | Buy |
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|
2020
Q3 | $58.9M | Buy |
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|
2020
Q2 | $51.7M | Buy |
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|
2020
Q1 | $39.1M | Buy |
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|
2019
Q4 | $42.3M | Buy |
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|
2019
Q3 | $38.2M | Sell |
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|
2019
Q2 | $64.2M | Buy |
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|
2019
Q1 | $28.6M | Buy |
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|
2018
Q4 | $24.7M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $24.4M | Buy |
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|
2018
Q1 | $22M | Buy |
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|
2017
Q4 | $19.1M | Buy |
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|
2017
Q3 | $17.4M | Buy |
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|
2017
Q2 | $16.8M | Buy |
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