Prospera Financial Services’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 | $20.9M | Sell |
223,339
-559
| -0.2% | -$52.4K | 0.39% | 49 |
|
|
2025
Q1 | $19.7M | Sell |
223,898
-4,155
| -2% | -$366K | 0.45% | 45 |
|
|
2024
Q4 | $21.1M | Sell |
228,053
-2,978
| -1% | -$276K | 0.49% | 37 |
|
|
2024
Q3 | $22.4M | Buy |
231,031
+1,627
| +0.7% | +$158K | 0.57% | 33 |
|
|
2024
Q2 | $19.9M | Buy |
229,404
+2,097
| +0.9% | +$182K | 0.55% | 34 |
|
|
2024
Q1 | $20.4M | Buy |
227,307
+40,942
| +22% | +$3.68M | 0.61% | 27 |
|
|
2023
Q4 | $15.8M | Buy |
186,365
+40,004
| +27% | +$3.4M | 0.52% | 35 |
|
|
2023
Q3 | $11.1M | Buy |
146,361
+47,756
| +48% | +$3.62M | 0.43% | 45 |
|
|
2023
Q2 | $7.87M | Buy |
98,605
+6,916
| +8% | +$552K | 0.3% | 72 |
|
|
2023
Q1 | $6.77M | Sell |
91,689
-17,640
| -16% | -$1.3M | 0.28% | 89 |
|
|
2022
Q4 | $7.1M | Buy |
109,329
+48,505
| +80% | +$3.15M | 0.36% | 68 |
|
|
2022
Q3 | $3.65M | Sell |
60,824
-11,239
| -16% | -$674K | 0.19% | 130 |
|
|
2022
Q2 | $4.59M | Buy |
72,063
+21,359
| +42% | +$1.36M | 0.23% | 94 |
|
|
2022
Q1 | $3.79M | Buy |
50,704
+46,638
| +1,147% | +$3.48M | 0.16% | 152 |
|
|
2021
Q4 | $310K | Buy |
4,066
+966
| +31% | +$73.7K | 0.01% | 699 |
|
|
2021
Q3 | $227K | Hold |
3,100
| – | – | 0.01% | 734 |
|
|
2021
Q2 | $230K | Buy |
+3,100
| New | +$230K | 0.01% | 731 |
|