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Retirement Guys Formula’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Retirement Guys Formula’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,634
Closed -$218K – 129
2022
Q3 		$218K Sell
3,634
-734
-17% -$49.4K 0.23% 111
2022
Q2 		$278K Sell
4,368
-2,071
-32% -$142K 0.29% 105
2022
Q1 		$481K Sell
6,439
-5,959
-48% -$439K 0.32% 55
2021
Q4 		$944K Buy
+12,398
New +$940K 0.75% 26

Other funds holding MOAT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Retirement Guys Formula's MOAT Position: Q4 2022 in Review

Retirement Guys Formula sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2022, closing a stake of 3,634 shares — an estimated $218K sold.

Retirement Guys Formula first reported a position in MOAT in Q4 2021 and held it in 4 quarters. The position peaked at $944K in Q4 2021. 375 funds tracked by Wall St. Rank hold MOAT as of Q4 2022.

  • Retirement Guys Formula reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 3,634 VanEck Morningstar Wide Moat ETF shares in Q4 2022, an estimated $218K.
  • Retirement Guys Formula first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 4 quarters.
  • Retirement Guys Formula's VanEck Morningstar Wide Moat ETF position peaked at $944K in Q4 2021.
  • 375 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2022.

Based on Retirement Guys Formula's 13F filing for Q4 2022, filed 14 Feb 2023.