Plante Moran 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 | $30.2K | Hold |
322
| – | – | ﹤0.01% | 423 |
|
|
2025
Q1 | $28.3K | Hold |
322
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $29.9K | Hold |
322
| – | – | ﹤0.01% | 428 |
|
|
2024
Q3 | $31.2K | Hold |
322
| – | – | ﹤0.01% | 459 |
|
|
2024
Q2 | $27.9K | Sell |
322
-7
| -2% | -$606 | ﹤0.01% | 426 |
|
|
2024
Q1 | $29.6K | Sell |
329
-1,089
| -77% | -$97.9K | ﹤0.01% | 439 |
|
|
2023
Q4 | $120K | Buy |
1,418
+1,096
| +340% | +$93K | 0.01% | 228 |
|
|
2023
Q3 | $24.4K | Hold |
322
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $25.7K | Buy |
+322
| New | +$25.7K | ﹤0.01% | 397 |
|
|
2021
Q3 | – | Sell |
-1,234
| Closed | -$91K | – | 985 |
|
|
2021
Q2 | $91K | Hold |
1,234
| – | – | 0.02% | 264 |
|
|
2021
Q1 | $85K | Hold |
1,234
| – | – | 0.02% | 273 |
|
|
2020
Q4 | $77K | Hold |
1,234
| – | – | 0.02% | 284 |
|
|
2020
Q3 | $67K | Hold |
1,234
| – | – | 0.02% | 278 |
|
|
2020
Q2 | $64K | Buy |
+1,234
| New | +$64K | 0.03% | 265 |
|
|
2015
Q1 | – | Sell |
-406
| Closed | -$13K | – | 767 |
|
|
2014
Q4 | $13K | Buy |
+406
| New | +$13K | 0.01% | 485 |
|