Patriot Financial Group Insurance Agency’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 | $298K | Sell |
3,181
-472
| -13% | -$44.3K | 0.03% | 409 |
|
|
2025
Q1 | $321K | Buy |
3,653
+267
| +8% | +$23.5K | 0.04% | 374 |
|
|
2024
Q4 | $314K | Sell |
3,386
-2,487
| -42% | -$231K | 0.04% | 364 |
|
|
2024
Q3 | $569K | Sell |
5,873
-473
| -7% | -$45.9K | 0.08% | 273 |
|
|
2024
Q2 | $550K | Sell |
6,346
-987
| -13% | -$85.5K | 0.08% | 260 |
|
|
2024
Q1 | $659K | Sell |
7,333
-175
| -2% | -$15.7K | 0.1% | 214 |
|
|
2023
Q4 | $637K | Sell |
7,508
-13,590
| -64% | -$1.15M | 0.12% | 206 |
|
|
2023
Q3 | $1.6M | Buy |
21,098
+2,766
| +15% | +$210K | 0.33% | 66 |
|
|
2023
Q2 | $1.46M | Sell |
18,332
-648
| -3% | -$51.7K | 0.28% | 84 |
|
|
2023
Q1 | $1.4M | Sell |
18,980
-6,007
| -24% | -$443K | 0.28% | 79 |
|
|
2022
Q4 | $1.62M | Sell |
24,987
-915
| -4% | -$59.4K | 0.22% | 59 |
|
|
2022
Q3 | $1.55M | Buy |
25,902
+299
| +1% | +$17.9K | 0.38% | 59 |
|
|
2022
Q2 | $1.63M | Buy |
25,603
+995
| +4% | +$63.4K | 0.33% | 60 |
|
|
2022
Q1 | $1.84M | Buy |
24,608
+1,405
| +6% | +$105K | 0.33% | 60 |
|
|
2021
Q4 | $1.77M | Sell |
23,203
-360
| -2% | -$27.4K | 0.29% | 68 |
|
|
2021
Q3 | $1.73M | Buy |
23,563
+2,449
| +12% | +$179K | 0.31% | 61 |
|
|
2021
Q2 | $1.56M | Buy |
21,114
+1,000
| +5% | +$74.1K | 0.29% | 73 |
|
|
2021
Q1 | $1.39M | Buy |
20,114
+15,672
| +353% | +$1.09M | 0.32% | 56 |
|
|
2020
Q4 | $275K | Buy |
4,442
+2,135
| +93% | +$132K | 0.07% | 275 |
|
|
2020
Q3 | $126K | Sell |
2,307
-255
| -10% | -$13.9K | 0.04% | 350 |
|
|
2020
Q2 | $134K | Buy |
2,562
+1,081
| +73% | +$56.5K | 0.05% | 289 |
|
|
2020
Q1 | $65K | Sell |
1,481
-469
| -24% | -$20.6K | 0.03% | 398 |
|
|
2019
Q4 | $107K | Sell |
1,950
-2,435
| -56% | -$134K | 0.04% | 331 |
|
|
2019
Q3 | $220K | Sell |
4,385
-2,073
| -32% | -$104K | 0.1% | 189 |
|
|
2019
Q2 | $313K | Sell |
6,458
-178
| -3% | -$8.63K | 0.14% | 133 |
|
|
2019
Q1 | $310K | Buy |
6,636
+62
| +0.9% | +$2.9K | 0.16% | 117 |
|
|
2018
Q4 | $271K | Hold |
6,574
| – | – | 0.18% | 97 |
|
|
2018
Q3 | $307K | Buy |
6,574
+511
| +8% | +$23.9K | 0.18% | 84 |
|
|
2018
Q2 | $264K | Sell |
6,063
-1,099
| -15% | -$47.9K | 0.28% | 60 |
|
|
2018
Q1 | $290K | Buy |
7,162
+990
| +16% | +$40.1K | 0.21% | 98 |
|
|
2017
Q4 | $268K | Sell |
6,172
-198
| -3% | -$8.6K | 0.2% | 99 |
|
|
2017
Q3 | $258K | Hold |
6,370
| – | – | 0.23% | 86 |
|
|
2017
Q2 | $250K | Hold |
6,370
| – | – | 0.26% | 74 |
|
|
2017
Q1 | $237K | Hold |
6,370
| – | – | 0.25% | 71 |
|
|
2016
Q4 | $227K | Buy |
+6,370
| New | +$227K | 0.31% | 61 |
|