Sequoia Financial Advisors’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 | $19.5M | Sell |
208,088
-16,827
| -7% | -$1.58M | 0.13% | 120 |
|
|
2025
Q1 | $19.8M | Sell |
224,915
-5,481
| -2% | -$482K | 0.15% | 122 |
|
|
2024
Q4 | $21.4M | Sell |
230,396
-141,631
| -38% | -$13.1M | 0.21% | 102 |
|
|
2024
Q3 | $36.1M | Sell |
372,027
-19,973
| -5% | -$1.94M | 0.39% | 63 |
|
|
2024
Q2 | $34M | Buy |
392,000
+11,843
| +3% | +$1.03M | 0.41% | 54 |
|
|
2024
Q1 | $34.2M | Buy |
380,157
+1,505
| +0.4% | +$135K | 0.43% | 53 |
|
|
2023
Q4 | $32.1M | Buy |
378,652
+357,481
| +1,689% | +$30.3M | 0.4% | 57 |
|
|
2023
Q3 | $1.61M | Buy |
21,171
+2,853
| +16% | +$216K | 0.03% | 257 |
|
|
2023
Q2 | $1.46M | Buy |
18,318
+1,845
| +11% | +$147K | 0.03% | 284 |
|
|
2023
Q1 | $1.22M | Buy |
16,473
+4,044
| +33% | +$299K | 0.03% | 281 |
|
|
2022
Q4 | $807K | Buy |
12,429
+3,690
| +42% | +$240K | 0.02% | 338 |
|
|
2022
Q3 | $524K | Buy |
8,739
+2,209
| +34% | +$132K | 0.02% | 287 |
|
|
2022
Q2 | $416K | Buy |
6,530
+1,765
| +37% | +$112K | 0.01% | 364 |
|
|
2022
Q1 | $356K | Sell |
4,765
-1,017
| -18% | -$76K | 0.01% | 442 |
|
|
2021
Q4 | $440K | Buy |
+5,782
| New | +$440K | 0.01% | 353 |
|
|
2021
Q3 | – | Sell |
-3,977
| Closed | -$295K | – | 379 |
|
|
2021
Q2 | $295K | Buy |
3,977
+1,063
| +36% | +$78.9K | 0.01% | 382 |
|
|
2021
Q1 | $202K | Buy |
+2,914
| New | +$202K | 0.01% | 418 |
|