Pinnacle Financial Partners’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
Q1 | $34.6K | Hold |
373
| – | – | ﹤0.01% | 494 |
|
|
2024
Q4 | $36.2K | Hold |
373
| – | – | ﹤0.01% | 487 |
|
|
2024
Q3 | $36.2K | Buy |
373
+167
| +81% | +$16.2K | ﹤0.01% | 487 |
|
|
2024
Q2 | $18.5K | Hold |
206
| – | – | ﹤0.01% | 511 |
|
|
2024
Q1 | $18.5K | Hold |
206
| – | – | ﹤0.01% | 505 |
|
|
2023
Q4 | $17.5K | Hold |
206
| – | – | ﹤0.01% | 493 |
|
|
2023
Q3 | $15.6K | Hold |
206
| – | – | ﹤0.01% | 475 |
|
|
2023
Q2 | $16.4K | Hold |
206
| – | – | ﹤0.01% | 481 |
|
|
2023
Q1 | $15.2K | Hold |
206
| – | – | ﹤0.01% | 479 |
|
|
2022
Q4 | $13.4K | Hold |
206
| – | – | ﹤0.01% | 469 |
|
|
2022
Q3 | $12K | Sell |
206
-1,419
| -87% | -$82.7K | ﹤0.01% | 473 |
|
|
2022
Q2 | $104K | Hold |
1,625
| – | – | ﹤0.01% | 360 |
|
|
2022
Q1 | $121K | Hold |
1,625
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $124K | Hold |
1,625
| – | – | ﹤0.01% | 390 |
|
|
2021
Q3 | $119K | Hold |
1,625
| – | – | ﹤0.01% | 382 |
|
|
2021
Q2 | $120K | Sell |
1,625
-290
| -15% | -$21.4K | ﹤0.01% | 365 |
|
|
2021
Q1 | $119K | Hold |
1,915
| – | – | 0.01% | 350 |
|
|
2020
Q4 | $105K | Hold |
1,915
| – | – | 0.01% | 354 |
|
|
2020
Q3 | $105K | Hold |
1,915
| – | – | 0.01% | 341 |
|
|
2020
Q2 | $100K | Buy |
1,915
+97
| +5% | +$5.07K | 0.01% | 329 |
|
|
2020
Q1 | $80K | Hold |
1,818
| – | – | 0.01% | 332 |
|
|
2019
Q4 | $100K | Buy |
+1,818
| New | +$100K | 0.01% | 370 |
|
|
2019
Q2 | – | Sell |
-3,618
| Closed | -$169K | – | 428 |
|
|
2019
Q1 | $169K | Buy |
+3,618
| New | +$169K | 0.01% | 332 |
|
|
2018
Q4 | – | Sell |
-3,605
| Closed | -$169K | – | 386 |
|
|
2018
Q3 | $169K | Buy |
3,605
+140
| +4% | +$6.56K | 0.01% | 334 |
|
|
2018
Q2 | $151K | Sell |
3,465
-198
| -5% | -$8.63K | 0.01% | 314 |
|
|
2018
Q1 | $152K | Buy |
+3,663
| New | +$152K | 0.02% | 316 |
|