Piedmont Capital Management’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 | $264K | Hold |
2,820
| – | – | 0.15% | 46 |
|
|
2025
Q1 | $216K | Hold |
2,820
| – | – | 0.15% | 41 |
|
|
2024
Q4 | $260K | Sell |
2,820
-1,060
| -27% | -$97.7K | 0.16% | 47 |
|
|
2024
Q3 | $379K | Sell |
3,880
-338
| -8% | -$33K | 0.23% | 43 |
|
|
2024
Q2 | $372K | Hold |
4,218
| – | – | 0.25% | 40 |
|
|
2024
Q1 | $372K | Sell |
4,218
-817
| -16% | -$72K | 0.25% | 40 |
|
|
2023
Q4 | $427K | Sell |
5,035
-34,922
| -87% | -$2.96M | 0.31% | 37 |
|
|
2023
Q3 | $5.79M | Sell |
39,957
-330,745
| -89% | -$48M | 4.62% | 8 |
|
|
2023
Q2 | $29.6M | Buy |
370,702
+74,384
| +25% | +$5.94M | 22.44% | 1 |
|
|
2023
Q1 | $21.8M | Buy |
+296,318
| New | +$21.8M | 17.44% | 1 |
|
|
2022
Q1 | – | Sell |
-3,319
| Closed | -$253K | – | 46 |
|
|
2021
Q4 | $253K | Hold |
3,319
| – | – | 0.2% | 40 |
|
|
2021
Q3 | $250K | Sell |
3,319
-203
| -6% | -$15.3K | 0.2% | 39 |
|
|
2021
Q2 | $262K | Hold |
3,522
| – | – | 0.22% | 37 |
|
|
2021
Q1 | $244K | Sell |
3,522
-1,285
| -27% | -$89K | 0.23% | 38 |
|
|
2020
Q4 | $298K | Buy |
+4,807
| New | +$298K | 0.3% | 37 |
|