Patten Group’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
Q2 | $980K | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $934K | Buy |
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|
2022
Q3 | $874K | Buy |
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|
2022
Q2 | $940K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $866K | Buy |
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|
2020
Q4 | $764K | Sell |
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|
2020
Q3 | $729K | Buy |
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|
2020
Q2 | $692K | Buy |
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|
2020
Q1 | $543K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $746K | Sell |
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|
2019
Q2 | $716K | Buy |
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|
2019
Q1 | $638K | Buy |
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|
2018
Q4 | $446K | Buy |
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|
2018
Q3 | $431K | Buy |
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|
2018
Q2 | $355K | Buy |
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|
2018
Q1 | $259K | Buy |
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|
2017
Q4 | $128K | Buy |
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|
2017
Q3 | $13K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $12K | Hold |
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|
2016
Q4 | $11K | Hold |
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|
2016
Q3 | $10.7K | Hold |
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|
2016
Q2 | $10.4K | Sell |
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|
2016
Q1 | $13.8K | Hold |
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|
2015
Q4 | $13K | Buy |
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|
2015
Q3 | $12.4K | Hold |
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|
2015
Q2 | $13.7K | Buy |
|