SAG
SageView Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
14,385
-2,286
| -14% | -$226K | 0.05% | 193 |
|
|
2025
Q1 | $1.47M | Sell |
16,671
-1,108
| -6% | -$97.5K | 0.06% | 163 |
|
|
2024
Q4 | $1.65M | Buy |
17,779
+7,732
| +77% | +$717K | 0.07% | 145 |
|
|
2024
Q3 | $974K | Sell |
10,047
-8,022
| -44% | -$778K | 0.05% | 202 |
|
|
2024
Q2 | $1.56M | Buy |
+18,069
| New | +$1.56M | 0.07% | 158 |
|
|
2024
Q1 | – | Sell |
-20,104
| Closed | -$1.71M | – | 692 |
|
|
2023
Q4 | $1.71M | Sell |
20,104
-13,587
| -40% | -$1.16M | 0.07% | 171 |
|
|
2023
Q3 | $2.56M | Buy |
33,691
+2,090
| +7% | +$159K | 0.15% | 93 |
|
|
2023
Q2 | $2.52M | Buy |
31,601
+27,097
| +602% | +$2.16M | 0.14% | 98 |
|
|
2023
Q1 | $333K | Sell |
4,504
-38
| -0.8% | -$2.81K | 0.02% | 368 |
|
|
2022
Q4 | $295K | Buy |
+4,542
| New | +$295K | 0.02% | 324 |
|