Patriot Financial Group Insurance Agency’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
Q3 | $362K | Buy |
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|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $569K | Sell |
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|
2024
Q2 | $550K | Sell |
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|
2024
Q1 | $659K | Sell |
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|
2023
Q4 | $637K | Sell |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $1.77M | Sell |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $275K | Buy |
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|
2020
Q3 | $126K | Sell |
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|
2020
Q2 | $134K | Buy |
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|
2020
Q1 | $65K | Sell |
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|
2019
Q4 | $107K | Sell |
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|
2019
Q3 | $220K | Sell |
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|
2019
Q2 | $313K | Sell |
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|
2019
Q1 | $310K | Buy |
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|
2018
Q4 | $271K | Hold |
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|
2018
Q3 | $307K | Buy |
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|
2018
Q2 | $264K | Sell |
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|
2018
Q1 | $290K | Buy |
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|
2017
Q4 | $268K | Sell |
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|
2017
Q3 | $258K | Hold |
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|
2017
Q2 | $250K | Hold |
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|
2017
Q1 | $237K | Hold |
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|
2016
Q4 | $227K | Buy |
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