Orion Portfolio Solutions’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
Q1 | $3.62M | Sell |
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|
2024
Q4 | $4.5M | Sell |
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|
2024
Q3 | $7.99M | Sell |
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|
2024
Q2 | $8.59M | Buy |
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|
2024
Q1 | $8.85M | Sell |
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|
2023
Q4 | $10.7M | Sell |
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|
2023
Q3 | $10.5M | Sell |
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|
2023
Q2 | $11.5M | Buy |
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|
2023
Q1 | $7.09M | Buy |
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|
2022
Q4 | $3.35M | Buy |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $2.71M | Buy |
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|
2021
Q4 | $2.53M | Buy |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $469K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $77K | Sell |
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|
2020
Q1 | $83K | Buy |
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|
2019
Q4 | $100K | Buy |
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