OIA
OneDigital Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.7M | Sell |
551,715
-51,564
| -9% | -$4.84M | 0.57% | 39 |
|
|
2025
Q1 | $53.1M | Sell |
603,279
-63,572
| -10% | -$5.59M | 0.63% | 35 |
|
|
2024
Q4 | $61.8M | Sell |
666,851
-72,633
| -10% | -$6.73M | 0.72% | 29 |
|
|
2024
Q3 | $71.7M | Sell |
739,484
-24,093
| -3% | -$2.34M | 0.82% | 25 |
|
|
2024
Q2 | $66.1M | Sell |
763,577
-30,772
| -4% | -$2.67M | 0.83% | 28 |
|
|
2024
Q1 | $71.4M | Sell |
794,349
-67,652
| -8% | -$6.08M | 1.12% | 18 |
|
|
2023
Q4 | $73.2M | Sell |
862,001
-105,071
| -11% | -$8.92M | 1.28% | 12 |
|
|
2023
Q3 | $73.3M | Sell |
967,072
-38,656
| -4% | -$2.93M | 1.59% | 10 |
|
|
2023
Q2 | $80.2M | Sell |
1,005,728
-127,147
| -11% | -$10.1M | 1.78% | 10 |
|
|
2023
Q1 | $83.6M | Sell |
1,132,875
-99,649
| -8% | -$7.36M | 1.96% | 8 |
|
|
2022
Q4 | $80M | Sell |
1,232,524
-388,543
| -24% | -$25.2M | 2.32% | 6 |
|
|
2022
Q3 | $97.2M | Sell |
1,621,067
-124,392
| -7% | -$7.46M | 3.61% | 3 |
|
|
2022
Q2 | $111M | Sell |
1,745,459
-74,886
| -4% | -$4.77M | 4.78% | 2 |
|
|
2022
Q1 | $136M | Buy |
1,820,345
+34,005
| +2% | +$2.54M | 5.14% | 2 |
|
|
2021
Q4 | $136M | Buy |
1,786,340
+36,033
| +2% | +$2.74M | 4.81% | 2 |
|
|
2021
Q3 | $128M | Buy |
1,750,307
+79,516
| +5% | +$5.82M | 5.08% | 2 |
|
|
2021
Q2 | $124M | Buy |
1,670,791
+146,607
| +10% | +$10.9M | 5.1% | 2 |
|
|
2021
Q1 | $106M | Buy |
1,524,184
+111,736
| +8% | +$7.74M | 4.94% | 2 |
|
|
2020
Q4 | $87.6M | Buy |
1,412,448
+332,755
| +31% | +$20.6M | 4.56% | 2 |
|
|
2020
Q3 | $58.9M | Buy |
1,079,693
+89,919
| +9% | +$4.91M | 4.07% | 2 |
|
|
2020
Q2 | $51.7M | Buy |
989,774
+96,681
| +11% | +$5.05M | 3.72% | 2 |
|
|
2020
Q1 | $39.1M | Buy |
893,093
+121,563
| +16% | +$5.32M | 3.46% | 3 |
|
|
2019
Q4 | $42.3M | Buy |
771,530
+10,500
| +1% | +$575K | 3.33% | 5 |
|
|
2019
Q3 | $38.2M | Sell |
761,030
-575,966
| -43% | -$28.9M | 3.42% | 5 |
|
|
2019
Q2 | $64.2M | Buy |
1,336,996
+723,801
| +118% | +$34.8M | 4.97% | 4 |
|
|
2019
Q1 | $28.6M | Buy |
613,195
+12,494
| +2% | +$583K | 4.18% | 2 |
|
|
2018
Q4 | $24.7M | Buy |
+600,701
| New | +$24.7M | 4.17% | 3 |
|
|
2018
Q3 | – | Sell |
-560,653
| Closed | -$24.4M | – | 1129 |
|
|
2018
Q2 | $24.4M | Buy |
560,653
+29,610
| +6% | +$1.29M | 5.12% | 5 |
|
|
2018
Q1 | $22M | Buy |
531,043
+81,789
| +18% | +$3.39M | 4.84% | 3 |
|
|
2017
Q4 | $19.1M | Buy |
449,254
+18,429
| +4% | +$782K | 2.18% | 5 |
|
|
2017
Q3 | $17.4M | Buy |
430,825
+6,189
| +1% | +$250K | 6.38% | 4 |
|
|
2017
Q2 | $16.8M | Buy |
+424,636
| New | +$16.8M | 5.01% | 2 |
|