RDA Financial Network’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 | $3.27M | Sell |
34,880
-340
| -1% | -$31.9K | 0.88% | 22 |
|
|
2025
Q1 | $3.1M | Buy |
35,220
+1,521
| +5% | +$134K | 0.92% | 24 |
|
|
2024
Q4 | $3.12M | Sell |
33,699
-26,329
| -44% | -$2.44M | 0.91% | 23 |
|
|
2024
Q3 | $5.82M | Buy |
60,028
+1,083
| +2% | +$105K | 1.81% | 11 |
|
|
2024
Q2 | $5.11M | Buy |
58,945
+5,125
| +10% | +$444K | 1.67% | 11 |
|
|
2024
Q1 | $4.84M | Buy |
53,820
+5,615
| +12% | +$505K | 1.66% | 11 |
|
|
2023
Q4 | $4.09M | Buy |
48,205
+25,120
| +109% | +$2.13M | 1.55% | 12 |
|
|
2023
Q3 | $1.75M | Buy |
23,085
+730
| +3% | +$55.4K | 0.76% | 37 |
|
|
2023
Q2 | $1.78M | Buy |
22,355
+925
| +4% | +$73.8K | 0.75% | 39 |
|
|
2023
Q1 | $1.58M | Buy |
21,430
+710
| +3% | +$52.4K | 0.72% | 41 |
|
|
2022
Q4 | $1.34M | Hold |
20,720
| – | – | 0.68% | 50 |
|
|
2022
Q3 | $1.24M | Buy |
20,720
+118
| +0.6% | +$7.08K | 0.68% | 49 |
|
|
2022
Q2 | $1.31M | Sell |
20,602
-260
| -1% | -$16.6K | 0.66% | 50 |
|
|
2022
Q1 | $1.56M | Buy |
20,862
+2,775
| +15% | +$207K | 0.66% | 49 |
|
|
2021
Q4 | $1.38M | Buy |
18,087
+596
| +3% | +$45.4K | 0.56% | 54 |
|
|
2021
Q3 | $1.28M | Buy |
17,491
+835
| +5% | +$61.2K | 0.56% | 54 |
|
|
2021
Q2 | $1.23M | Buy |
16,656
+525
| +3% | +$38.9K | 0.54% | 56 |
|
|
2021
Q1 | $1.12M | Buy |
16,131
+460
| +3% | +$31.9K | 0.48% | 61 |
|
|
2020
Q4 | $972K | Buy |
15,671
+252
| +2% | +$15.6K | 0.44% | 64 |
|
|
2020
Q3 | $842K | Buy |
15,419
+3,255
| +27% | +$178K | 0.38% | 70 |
|
|
2020
Q2 | $635K | Buy |
12,164
+400
| +3% | +$20.9K | 0.32% | 84 |
|
|
2020
Q1 | $515K | Sell |
11,764
-520
| -4% | -$22.8K | 0.31% | 85 |
|
|
2019
Q4 | $673K | Buy |
12,284
+1,081
| +10% | +$59.2K | 0.27% | 94 |
|
|
2019
Q3 | $604K | Buy |
11,203
+478
| +4% | +$25.8K | 0.26% | 99 |
|
|
2019
Q2 | $519K | Buy |
10,725
+1,225
| +13% | +$59.3K | 0.23% | 110 |
|
|
2019
Q1 | $457K | Buy |
+9,500
| New | +$457K | 0.22% | 111 |
|