Schwarz Dygos Wheeler Investment Advisors’s VanEck Agribusiness ETF MOO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-11,132
| Closed | -$756K | – | 163 |
|
2025
Q1 | $756K | Hold |
11,132
| – | – | 0.18% | 83 |
|
2024
Q4 | $718K | Sell |
11,132
-50
| -0.4% | -$3.23K | 0.18% | 85 |
|
2024
Q3 | $844K | Sell |
11,182
-52
| -0.5% | -$3.93K | 0.21% | 73 |
|
2024
Q2 | $788K | Sell |
11,234
-880
| -7% | -$61.7K | 0.21% | 74 |
|
2024
Q1 | $910K | Hold |
12,114
| – | – | 0.25% | 63 |
|
2023
Q4 | $923K | Sell |
12,114
-75
| -0.6% | -$5.71K | 0.28% | 63 |
|
2023
Q3 | $959K | Hold |
12,189
| – | – | 0.33% | 54 |
|
2023
Q2 | $996K | Sell |
12,189
-150
| -1% | -$12.3K | 0.33% | 53 |
|
2023
Q1 | $1.07M | Hold |
12,339
| – | – | 0.39% | 50 |
|
2022
Q4 | $1.06M | Hold |
12,339
| – | – | 0.42% | 49 |
|
2022
Q3 | $996K | Hold |
12,339
| – | – | 0.44% | 47 |
|
2022
Q2 | $1.07M | Buy |
12,339
+179
| +1% | +$15.5K | 0.43% | 51 |
|
2022
Q1 | $1.27M | Sell |
12,160
-3,292
| -21% | -$344K | 0.43% | 49 |
|
2021
Q4 | $1.47M | Sell |
15,452
-50
| -0.3% | -$4.77K | 0.5% | 45 |
|
2021
Q3 | $1.41M | Hold |
15,502
| – | – | 0.52% | 47 |
|
2021
Q2 | $1.41M | Hold |
15,502
| – | – | 0.51% | 49 |
|
2021
Q1 | $1.36M | Sell |
15,502
-350
| -2% | -$30.7K | 0.56% | 43 |
|
2020
Q4 | $1.24M | Hold |
15,852
| – | – | 0.59% | 38 |
|
2020
Q3 | $1.07M | Sell |
15,852
-75
| -0.5% | -$5.06K | 0.61% | 36 |
|
2020
Q2 | $970K | Sell |
15,927
-175
| -1% | -$10.7K | 0.63% | 35 |
|
2020
Q1 | $827K | Hold |
16,102
| – | – | 0.7% | 34 |
|
2019
Q4 | $1.11M | Sell |
16,102
-112
| -0.7% | -$7.7K | 0.76% | 37 |
|
2019
Q3 | $1.07M | Sell |
16,214
-1,800
| -10% | -$119K | 0.85% | 33 |
|
2019
Q2 | $1.2M | Buy |
18,014
+100
| +0.6% | +$6.68K | 0.99% | 28 |
|
2019
Q1 | $1.12M | Sell |
17,914
-15
| -0.1% | -$935 | 0.96% | 31 |
|
2018
Q4 | $1.02M | Buy |
+17,929
| New | +$1.02M | 1.1% | 27 |
|