Peak Financial Advisors’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 | $1.19M | Sell |
12,732
-9,777
| -43% | -$917K | 0.61% | 36 |
|
|
2025
Q1 | $1.98M | Sell |
22,509
-20,333
| -47% | -$1.79M | 1.01% | 37 |
|
|
2024
Q4 | $3.97M | Sell |
42,842
-222
| -0.5% | -$20.6K | 2.07% | 11 |
|
|
2024
Q3 | $4.18M | Sell |
43,064
-2,791
| -6% | -$271K | 2.15% | 10 |
|
|
2024
Q2 | $3.97M | Sell |
45,855
-8,785
| -16% | -$761K | 2.28% | 10 |
|
|
2024
Q1 | $4.91M | Sell |
54,640
-4,472
| -8% | -$402K | 2.99% | 10 |
|
|
2023
Q4 | $5.02M | Buy |
59,112
+20,446
| +53% | +$1.74M | 3.35% | 9 |
|
|
2023
Q3 | $2.93M | Sell |
38,666
-63,062
| -62% | -$4.78M | 3.17% | 10 |
|
|
2023
Q2 | $8.12M | Buy |
101,728
+44,704
| +78% | +$3.57M | 6.37% | 1 |
|
|
2023
Q1 | $4.21M | Buy |
+57,024
| New | +$4.21M | 3.56% | 9 |
|