Sequoia Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Sell |
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|
2025
Q1 | $19.8M | Sell |
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|
2024
Q4 | $21.4M | Sell |
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|
2024
Q3 | $36.1M | Sell |
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|
2024
Q2 | $34M | Buy |
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|
2024
Q1 | $34.2M | Buy |
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|
2023
Q4 | $32.1M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $807K | Buy |
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|
2022
Q3 | $524K | Buy |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $440K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $295K | Buy |
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|
2021
Q1 | $202K | Buy |
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