Realta Investment 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 | $2.11M | Sell |
22,522
-170
| -0.7% | -$15.9K | 0.83% | 27 |
|
|
2025
Q1 | $2M | Sell |
22,692
-5,231
| -19% | -$460K | 0.91% | 25 |
|
|
2024
Q4 | $2.59M | Sell |
27,923
-278
| -1% | -$25.8K | 1.06% | 18 |
|
|
2024
Q3 | $2.74M | Sell |
28,201
-835
| -3% | -$81.2K | 1.26% | 13 |
|
|
2024
Q2 | $2.51M | Sell |
29,036
-25,996
| -47% | -$2.25M | 0.49% | 39 |
|
|
2024
Q1 | $4.95M | Sell |
55,032
-3,824
| -6% | -$344K | 1.02% | 12 |
|
|
2023
Q4 | $5M | Sell |
58,856
-2,372
| -4% | -$201K | 1.13% | 13 |
|
|
2023
Q3 | $4.89M | Sell |
61,228
-58
| -0.1% | -$4.63K | 1.12% | 11 |
|
|
2023
Q2 | $4.89M | Buy |
61,286
+1,070
| +2% | +$85.4K | 1.07% | 11 |
|
|
2023
Q1 | $4.45M | Buy |
60,216
+59,428
| +7,542% | +$4.39M | 1.08% | 10 |
|
|
2022
Q4 | $51.1K | Sell |
788
-3,771
| -83% | -$245K | 0.01% | 546 |
|
|
2022
Q3 | $274K | Buy |
+4,559
| New | +$274K | 0.07% | 300 |
|
|
2022
Q2 | – | Sell |
-3,999
| Closed | -$299K | – | 422 |
|
|
2022
Q1 | $299K | Buy |
+3,999
| New | +$299K | 0.06% | 304 |
|
|
2020
Q1 | – | Sell |
-1,783
| Closed | -$97K | – | 968 |
|
|
2019
Q4 | $97K | Buy |
1,783
+933
| +110% | +$50.8K | 0.03% | 510 |
|
|
2019
Q3 | $43K | Buy |
850
+700
| +467% | +$35.4K | 0.01% | 717 |
|
|
2019
Q2 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 1260 |
|