Samalin Investment Counsel’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 | $703K | Sell |
7,498
-2,179
| -23% | -$204K | 0.27% | 110 |
|
|
2025
Q1 | $852K | Sell |
9,677
-1,151
| -11% | -$101K | 0.35% | 87 |
|
|
2024
Q4 | $1M | Buy |
10,828
+3,515
| +48% | +$326K | 0.43% | 59 |
|
|
2024
Q3 | $709K | Buy |
7,313
+502
| +7% | +$48.7K | 0.31% | 98 |
|
|
2024
Q2 | $590K | Buy |
6,811
+259
| +4% | +$22.4K | 0.28% | 114 |
|
|
2024
Q1 | $589K | Buy |
6,552
+162
| +3% | +$14.6K | 0.28% | 110 |
|
|
2023
Q4 | $542K | Sell |
6,390
-7,712
| -55% | -$655K | 0.27% | 115 |
|
|
2023
Q3 | $1.07M | Buy |
14,102
+6,642
| +89% | +$504K | 0.61% | 41 |
|
|
2023
Q2 | $595K | Buy |
7,460
+2,383
| +47% | +$190K | 0.32% | 90 |
|
|
2023
Q1 | $375K | Sell |
5,077
-1,255
| -20% | -$92.7K | 0.23% | 132 |
|
|
2022
Q4 | $411K | Buy |
6,332
+1,922
| +44% | +$125K | 0.26% | 121 |
|
|
2022
Q3 | $265K | Sell |
4,410
-3,045
| -41% | -$183K | 0.19% | 148 |
|
|
2022
Q2 | $475K | Buy |
7,455
+245
| +3% | +$15.6K | 0.33% | 90 |
|
|
2022
Q1 | $539K | Buy |
+7,210
| New | +$539K | 0.33% | 87 |
|
|
2021
Q4 | – | Sell |
-5,172
| Closed | -$379K | – | 260 |
|
|
2021
Q3 | $379K | Buy |
5,172
+203
| +4% | +$14.9K | 0.25% | 137 |
|
|
2021
Q2 | $368K | Buy |
4,969
+704
| +17% | +$52.1K | 0.24% | 149 |
|
|
2021
Q1 | $295K | Buy |
+4,265
| New | +$295K | 0.2% | 167 |
|