Pekin Hardy Strauss’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 | $1.05M | Buy |
11,245
+1,395
| +14% | +$131K | 0.12% | 163 |
|
|
2025
Q1 | $867K | Buy |
9,850
+3,655
| +59% | +$322K | 0.1% | 177 |
|
|
2024
Q4 | $574K | Buy |
6,195
+650
| +12% | +$60.3K | 0.07% | 231 |
|
|
2024
Q3 | $538K | Buy |
5,545
+575
| +12% | +$55.7K | 0.07% | 231 |
|
|
2024
Q2 | $430K | Buy |
4,970
+820
| +20% | +$71K | 0.06% | 238 |
|
|
2024
Q1 | $373K | Buy |
4,150
+355
| +9% | +$31.9K | 0.05% | 247 |
|
|
2023
Q4 | $322K | Buy |
3,795
+100
| +3% | +$8.49K | 0.05% | 240 |
|
|
2023
Q3 | $280K | Buy |
3,695
+160
| +5% | +$12.1K | 0.04% | 242 |
|
|
2023
Q2 | $282K | Buy |
3,535
+275
| +8% | +$21.9K | 0.03% | 246 |
|
|
2023
Q1 | $241K | Sell |
3,260
-25
| -0.8% | -$1.85K | 0.03% | 256 |
|
|
2022
Q4 | $213K | Buy |
+3,285
| New | +$213K | 0.03% | 272 |
|