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Private Portfolio Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Private Portfolio Partners’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$4.39M Buy
47,328
+299
+0.6% +$28.8K 0.81% 26
2024
Q3 		$4.56M Sell
47,029
-1,278
-3% -$117K 0.85% 25
2024
Q2 		$4.18M Buy
48,307
+758
+2% +$65.9K 3.41% 8
2024
Q1 		$4.27M Buy
47,549
+2,354
+5% +$202K 0.89% 24
2023
Q4 		$3.84M Buy
45,195
+13,938
+45% +$1.08M 0.88% 27
2023
Q3 		$2.37M Buy
31,257
+1,125
+4% +$89.6K 0.61% 35
2023
Q2 		$2.4M Buy
30,132
+1,847
+7% +$139K 0.62% 32
2023
Q1 		$2.09M Sell
28,285
-649
-2% -$46.1K 0.57% 37
2022
Q4 		$1.88M Buy
28,934
+508
+2% +$32.9K 0.49% 44
2022
Q3 		$1.71M Sell
28,426
-1,235
-4% -$83K 0.49% 44
2022
Q2 		$1.89M Buy
29,661
+209
+0.7% +$14.3K 0.53% 42
2022
Q1 		$2.2M Buy
29,452
+1,507
+5% +$111K 0.54% 42
2021
Q4 		$2.13M Buy
27,945
+2,571
+10% +$195K 0.55% 42
2021
Q3 		$1.86M Sell
25,374
-619
-2% -$46.6K 0.53% 42
2021
Q2 		$1.93M Sell
25,993
-824
-3% -$60K 0.56% 41
2021
Q1 		$1.86M Sell
26,817
-309
-1% -$20.4K 0.6% 43
2020
Q4 		$1.68M Sell
27,126
-354
-1% -$20.9K 0.59% 39
2020
Q3 		$1.5M Buy
27,480
+909
+3% +$49.7K 0.61% 41
2020
Q2 		$1.39M Buy
26,571
+1,593
+6% +$79.3K 0.64% 40
2020
Q1 		$1.09M Buy
24,978
+11,963
+92% +$615K 0.58% 48
2019
Q4 		$713K Buy
13,015
+64
+0.5% +$3.39K 0.31% 84
2019
Q3 		$649K Sell
12,951
-525
-4% -$25.7K 0.31% 84
2019
Q2 		$647K Sell
13,476
-1,875
-12% -$88.8K 0.28% 97
2019
Q1 		$716K Buy
15,351
+6,114
+66% +$276K 0.38% 68
2018
Q4 		$380K Buy
+9,237
New +$411K 0.23% 107

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Private Portfolio Partners's MOAT Position: Q4 2024 in Review

Private Portfolio Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.64% in Q4 2024, buying an estimated $28.8K and bringing the position to 47,328 shares worth $4.39M. The position accounts for 0.81% of the portfolio, ranked #26.

Private Portfolio Partners first reported a position in MOAT in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.56M in Q3 2024. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • Private Portfolio Partners held 47,328 shares of VanEck Morningstar Wide Moat ETF worth $4.39M as of Q4 2024.
  • Private Portfolio Partners bought 299 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $28.8K.
  • VanEck Morningstar Wide Moat ETF made up 0.81% of Private Portfolio Partners's portfolio in Q4 2024, its #26 holding.
  • Private Portfolio Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 25 quarters since.
  • Private Portfolio Partners's VanEck Morningstar Wide Moat ETF position peaked at $4.56M in Q3 2024.
  • 713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.