Rehmann Capital Advisory 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 | $4.39M | Buy |
46,840
+1,189
| +3% | +$112K | 0.27% | 70 |
|
|
2025
Q1 | $4.02M | Sell |
45,651
-64
| -0.1% | -$5.63K | 0.25% | 78 |
|
|
2024
Q4 | $4.24M | Sell |
45,715
-1,131
| -2% | -$105K | 0.27% | 74 |
|
|
2024
Q3 | $4.59M | Sell |
46,846
-406
| -0.9% | -$39.8K | 0.3% | 64 |
|
|
2024
Q2 | $4.1M | Buy |
47,252
+71
| +0.2% | +$6.16K | 0.29% | 66 |
|
|
2024
Q1 | $4.24M | Buy |
47,181
+2,284
| +5% | +$205K | 0.32% | 63 |
|
|
2023
Q4 | $3.81M | Buy |
44,897
+111
| +0.2% | +$9.42K | 0.32% | 62 |
|
|
2023
Q3 | $3.4M | Buy |
44,786
+4,157
| +10% | +$315K | 0.32% | 61 |
|
|
2023
Q2 | $3.24M | Buy |
40,629
+695
| +2% | +$55.5K | 0.29% | 65 |
|
|
2023
Q1 | $2.95M | Buy |
39,934
+2,828
| +8% | +$209K | 0.28% | 73 |
|
|
2022
Q4 | $2.41M | Buy |
37,106
+653
| +2% | +$42.4K | 0.25% | 90 |
|
|
2022
Q3 | $2.19M | Buy |
36,453
+1,143
| +3% | +$68.6K | 0.24% | 86 |
|
|
2022
Q2 | $2.25M | Sell |
35,310
-1,515
| -4% | -$96.6K | 0.25% | 81 |
|
|
2022
Q1 | $2.74M | Buy |
36,825
+2,016
| +6% | +$150K | 0.26% | 76 |
|
|
2021
Q4 | $2.64M | Buy |
34,809
+9,358
| +37% | +$710K | 0.25% | 72 |
|
|
2021
Q3 | $1.82M | Buy |
25,451
+15,555
| +157% | +$1.11M | 0.17% | 97 |
|
|
2021
Q2 | $508K | Buy |
9,896
+3,310
| +50% | +$170K | 0.05% | 304 |
|
|
2021
Q1 | $446K | Buy |
6,586
+2,117
| +47% | +$143K | 0.05% | 310 |
|
|
2020
Q4 | $285K | Sell |
4,469
-2
| -0% | -$127 | 0.03% | 384 |
|
|
2020
Q3 | $244K | Buy |
+4,471
| New | +$244K | 0.03% | 365 |
|