Regatta Capital Group’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 | $43M | Sell |
458,699
-75,513
| -14% | -$7.08M | 7.39% | 2 |
|
|
2025
Q1 | $47M | Buy |
534,212
+9,650
| +2% | +$849K | 9.1% | 1 |
|
|
2024
Q4 | $48.6M | Buy |
524,562
+15,373
| +3% | +$1.43M | 9.43% | 1 |
|
|
2024
Q3 | $49.4M | Buy |
509,189
+50,738
| +11% | +$4.92M | 9.58% | 1 |
|
|
2024
Q2 | $39.7M | Buy |
458,451
+13,566
| +3% | +$1.17M | 8.55% | 1 |
|
|
2024
Q1 | $40M | Buy |
444,885
+11,982
| +3% | +$1.08M | 9% | 1 |
|
|
2023
Q4 | $36.7M | Buy |
432,903
+34,320
| +9% | +$2.91M | 9.66% | 1 |
|
|
2023
Q3 | $30.2M | Buy |
398,583
+15,109
| +4% | +$1.15M | 9.59% | 1 |
|
|
2023
Q2 | $30.6M | Buy |
383,474
+17,374
| +5% | +$1.39M | 9.72% | 1 |
|
|
2023
Q1 | $23.8M | Hold |
366,100
| – | – | 8.46% | 2 |
|
|
2022
Q4 | $23.8M | Buy |
366,100
+86,810
| +31% | +$5.63M | 8.46% | 2 |
|
|
2022
Q3 | $17.8M | Buy |
279,290
+13,948
| +5% | +$889K | 7.27% | 2 |
|
|
2022
Q2 | $16.9M | Buy |
265,342
+188
| +0.1% | +$12K | 8.06% | 1 |
|
|
2022
Q1 | $19.8M | Sell |
265,154
-79,641
| -23% | -$5.95M | 6.83% | 2 |
|
|
2021
Q4 | $26.2M | Buy |
+344,795
| New | +$26.2M | 9.18% | 1 |
|