O'Shaughnessy Asset 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 | $750K | Buy |
7,997
+3,032
| +61% | +$284K | 0.01% | 1170 |
|
|
2025
Q1 | $437K | Sell |
4,965
-923
| -16% | -$81.2K | ﹤0.01% | 1382 |
|
|
2024
Q4 | $546K | Buy |
5,888
+3,405
| +137% | +$316K | ﹤0.01% | 1250 |
|
|
2024
Q3 | $242K | Buy |
2,483
+766
| +45% | +$74.5K | ﹤0.01% | 1581 |
|
|
2024
Q2 | $149K | Buy |
1,717
+635
| +59% | +$55K | ﹤0.01% | 1593 |
|
|
2024
Q1 | $97.2K | Buy |
1,082
+717
| +196% | +$64.4K | ﹤0.01% | 1604 |
|
|
2023
Q4 | $31K | Sell |
365
-341
| -48% | -$28.9K | ﹤0.01% | 1585 |
|
|
2023
Q3 | $53.5K | Buy |
+706
| New | +$53.5K | ﹤0.01% | 1449 |
|