RFG Advisory’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 | $632K | Sell |
6,739
-9,145
| -58% | -$858K | 0.01% | 544 |
|
|
2025
Q1 | $1.4M | Buy |
15,884
+632
| +4% | +$55.6K | 0.04% | 337 |
|
|
2024
Q4 | $1.41M | Sell |
15,252
-998
| -6% | -$92.5K | 0.04% | 314 |
|
|
2024
Q3 | $1.58M | Sell |
16,250
-60
| -0.4% | -$5.82K | 0.05% | 292 |
|
|
2024
Q2 | $1.41M | Buy |
16,310
+5,748
| +54% | +$498K | 0.05% | 289 |
|
|
2024
Q1 | $950K | Buy |
10,562
+2,354
| +29% | +$212K | 0.03% | 370 |
|
|
2023
Q4 | $697K | Buy |
8,208
+3,591
| +78% | +$305K | 0.03% | 384 |
|
|
2023
Q3 | $350K | Buy |
+4,617
| New | +$350K | 0.02% | 478 |
|