Parallel 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 | $183K | Hold |
1,947
| – | – | ﹤0.01% | 1051 |
|
|
2025
Q1 | $171K | Sell |
1,947
-109
| -5% | -$9.59K | ﹤0.01% | 1021 |
|
|
2024
Q4 | $191K | Buy |
2,056
+113
| +6% | +$10.5K | ﹤0.01% | 950 |
|
|
2024
Q3 | $188K | Hold |
1,943
| – | – | ﹤0.01% | 951 |
|
|
2024
Q2 | $168K | Hold |
1,943
| – | – | ﹤0.01% | 932 |
|
|
2024
Q1 | $175K | Sell |
1,943
-690
| -26% | -$62K | ﹤0.01% | 906 |
|
|
2023
Q4 | $223K | Buy |
2,633
+328
| +14% | +$27.8K | 0.01% | 754 |
|
|
2023
Q3 | $175K | Buy |
2,305
+662
| +40% | +$50.2K | 0.01% | 835 |
|
|
2023
Q2 | $131K | Hold |
1,643
| – | – | ﹤0.01% | 960 |
|
|
2023
Q1 | $121K | Sell |
1,643
-325
| -17% | -$24K | ﹤0.01% | 966 |
|
|
2022
Q4 | $128K | Hold |
1,968
| – | – | 0.01% | 895 |
|
|
2022
Q3 | $118K | Buy |
1,968
+325
| +20% | +$19.5K | 0.01% | 891 |
|
|
2022
Q2 | $105K | Hold |
1,643
| – | – | ﹤0.01% | 936 |
|
|
2022
Q1 | $124K | Hold |
1,643
| – | – | ﹤0.01% | 903 |
|
|
2021
Q4 | $125K | Buy |
1,643
+643
| +64% | +$48.9K | ﹤0.01% | 916 |
|
|
2021
Q3 | $73K | Sell |
1,000
-288
| -22% | -$21K | ﹤0.01% | 1096 |
|
|
2021
Q2 | $95K | Hold |
1,288
| – | – | ﹤0.01% | 951 |
|
|
2021
Q1 | $89K | Hold |
1,288
| – | – | ﹤0.01% | 919 |
|
|
2020
Q4 | $80K | Hold |
1,288
| – | – | ﹤0.01% | 881 |
|
|
2020
Q3 | $70K | Hold |
1,288
| – | – | ﹤0.01% | 902 |
|
|
2020
Q2 | $67K | Hold |
1,288
| – | – | ﹤0.01% | 924 |
|
|
2020
Q1 | $56K | Sell |
1,288
-1,500
| -54% | -$65.2K | ﹤0.01% | 887 |
|
|
2019
Q4 | $153K | Buy |
2,788
+288
| +12% | +$15.8K | 0.01% | 597 |
|
|
2019
Q3 | $125K | Buy |
+2,500
| New | +$125K | 0.01% | 638 |
|