SFMG Wealth 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 | $57.8M | Buy |
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|
2025
Q1 | $53.1M | Buy |
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|
2024
Q4 | $54.1M | Sell |
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|
2024
Q3 | $56.6M | Buy |
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|
2024
Q2 | $50.1M | Sell |
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|
2024
Q1 | $52M | Sell |
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|
2023
Q4 | $50.2M | Buy |
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|
2023
Q3 | $44.7M | Buy |
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|
2023
Q2 | $46.3M | Buy |
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|
2023
Q1 | $41.9M | Buy |
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|
2022
Q4 | $36.5M | Sell |
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|
2022
Q3 | $34.6M | Sell |
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|
2022
Q2 | $37.4M | Sell |
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|
2022
Q1 | $44.2M | Buy |
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|
2021
Q4 | $43.5M | Buy |
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|
2021
Q3 | $40.2M | Buy |
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|
2021
Q2 | $39.3M | Buy |
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|
2021
Q1 | $8.98M | Buy |
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|
2020
Q4 | $7.98M | Sell |
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|
2020
Q3 | $7.11M | Sell |
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|
2020
Q2 | $7.1M | Sell |
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|
2020
Q1 | $28.9M | Sell |
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|
2019
Q4 | $58.3M | Sell |
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|
2019
Q3 | $64.5M | Sell |
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|
2019
Q2 | $72.4M | Buy |
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|
2019
Q1 | $63.2M | Buy |
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|
2018
Q4 | $51.5M | Buy |
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|
2018
Q3 | $55.3M | Buy |
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|
2018
Q2 | $52.1M | Buy |
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|
2018
Q1 | $48.4M | Buy |
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|
2017
Q4 | $48.7M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $21.8M | Sell |
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|
2015
Q4 | $22.1M | Sell |
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|
2015
Q3 | $27.9M | Sell |
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|
2015
Q2 | $32.2M | Sell |
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|
2015
Q1 | $88.1M | Buy |
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|
2014
Q4 | $6.28M | Buy |
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|
2014
Q3 | $1.7M | Buy |
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|
2014
Q2 | $439K | Buy |
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