Raymond James Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$4.08M Sell
2024
Q2
$3.66M Buy
2024
Q1
$3.8M Buy
2023
Q4
$3.43M Buy
2023
Q3
$2.02M Buy
2023
Q2
$1.64M Buy
2023
Q1
$920K Buy
2022
Q4
$798K Sell
2022
Q3
$1.17M Buy
2022
Q2
$1.21M Buy
2022
Q1
$1.23M Sell
2021
Q4
$1.32M Buy
2021
Q3
$1.14M Sell
2021
Q2
$1.17M Buy
2021
Q1
$336K Sell
2020
Q4
$313K Sell
2020
Q3
$279K Buy
2020
Q2
$212K Buy