Sigma Planning Corp’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 | $11M | Sell |
117,698
-68,222
| -37% | -$6.4M | 0.33% | 50 |
|
|
2025
Q1 | $16.4M | Sell |
185,920
-15,554
| -8% | -$1.37M | 0.52% | 29 |
|
|
2024
Q4 | $18.7M | Buy |
201,474
+2,866
| +1% | +$266K | 0.59% | 23 |
|
|
2024
Q3 | $19.3M | Sell |
198,608
-11,785
| -6% | -$1.14M | 0.59% | 22 |
|
|
2024
Q2 | $18.2M | Sell |
210,393
-32,163
| -13% | -$2.79M | 0.58% | 21 |
|
|
2024
Q1 | $21.8M | Buy |
242,556
+120,020
| +98% | +$10.8M | 0.69% | 20 |
|
|
2023
Q4 | $10.4M | Sell |
122,536
-117,831
| -49% | -$10M | 0.81% | 17 |
|
|
2023
Q3 | $18.2M | Buy |
240,367
+48,875
| +26% | +$3.71M | 0.68% | 20 |
|
|
2023
Q2 | $15.3M | Buy |
191,492
+81,440
| +74% | +$6.5M | 0.55% | 27 |
|
|
2023
Q1 | $8.13M | Sell |
110,052
-8,572
| -7% | -$633K | 0.27% | 74 |
|
|
2022
Q4 | $7.7M | Sell |
118,624
-1,580
| -1% | -$103K | 0.28% | 77 |
|
|
2022
Q3 | $7.21M | Buy |
120,204
+19,825
| +20% | +$1.19M | 0.27% | 76 |
|
|
2022
Q2 | $6.4M | Buy |
100,379
+19,025
| +23% | +$1.21M | 0.22% | 95 |
|
|
2022
Q1 | $6.08M | Sell |
81,354
-823
| -1% | -$61.5K | 0.18% | 111 |
|
|
2021
Q4 | $6.25M | Buy |
82,177
+4,079
| +5% | +$310K | 0.17% | 114 |
|
|
2021
Q3 | $5.72M | Buy |
78,098
+4,642
| +6% | +$340K | 0.17% | 118 |
|
|
2021
Q2 | $5.44M | Buy |
73,456
+6,112
| +9% | +$453K | 0.16% | 134 |
|
|
2021
Q1 | $4.67M | Sell |
67,344
-526
| -0.8% | -$36.4K | 0.15% | 163 |
|
|
2020
Q4 | $4.21M | Sell |
67,870
-1,398
| -2% | -$86.7K | 0.14% | 156 |
|
|
2020
Q3 | $3.78M | Sell |
69,268
-20,731
| -23% | -$1.13M | 0.15% | 152 |
|
|
2020
Q2 | $4.7M | Sell |
89,999
-397
| -0.4% | -$20.7K | 0.21% | 103 |
|
|
2020
Q1 | $3.95M | Sell |
90,396
-60,359
| -40% | -$2.64M | 0.23% | 87 |
|
|
2019
Q4 | $8.26M | Buy |
150,755
+43,543
| +41% | +$2.39M | 0.35% | 45 |
|
|
2019
Q3 | $5.38M | Buy |
107,212
+90
| +0.1% | +$4.51K | 0.26% | 81 |
|
|
2019
Q2 | $5.15M | Buy |
107,122
+2,963
| +3% | +$142K | 0.27% | 81 |
|
|
2019
Q1 | $4.86M | Buy |
104,159
+15,419
| +17% | +$719K | 0.28% | 83 |
|
|
2018
Q4 | $3.65M | Buy |
88,740
+4,860
| +6% | +$200K | 0.27% | 88 |
|
|
2018
Q3 | $3.92M | Buy |
83,880
+7,159
| +9% | +$335K | 0.23% | 96 |
|
|
2018
Q2 | $3.34M | Buy |
76,721
+1,707
| +2% | +$74.4K | 0.22% | 97 |
|
|
2018
Q1 | $3.11M | Buy |
75,014
+3,106
| +4% | +$129K | 0.23% | 106 |
|
|
2017
Q4 | $3.05M | Buy |
71,908
+6,204
| +9% | +$263K | 0.24% | 100 |
|
|
2017
Q3 | $2.65M | Buy |
65,704
+8,146
| +14% | +$329K | 0.22% | 106 |
|
|
2017
Q2 | $2.28M | Buy |
57,558
+574
| +1% | +$22.7K | 0.21% | 118 |
|
|
2017
Q1 | $2.14M | Buy |
56,984
+915
| +2% | +$34.3K | 0.21% | 123 |
|
|
2016
Q4 | $1.95M | Buy |
56,069
+1,862
| +3% | +$64.9K | 0.21% | 114 |
|
|
2016
Q3 | $1.85M | Sell |
54,207
-3,305
| -6% | -$113K | 0.22% | 106 |
|
|
2016
Q2 | $1.87M | Buy |
57,512
+17,795
| +45% | +$579K | 0.24% | 95 |
|
|
2016
Q1 | $1.22M | Sell |
39,717
-6,835
| -15% | -$210K | 0.17% | 141 |
|
|
2015
Q4 | $1.35M | Buy |
46,552
+1,553
| +3% | +$44.9K | 0.19% | 124 |
|
|
2015
Q3 | $1.26M | Sell |
44,999
-7,842
| -15% | -$219K | 0.2% | 117 |
|
|
2015
Q2 | $1.62M | Sell |
52,841
-6,803
| -11% | -$209K | 0.22% | 108 |
|
|
2015
Q1 | $1.81M | Sell |
59,644
-266
| -0.4% | -$8.06K | 0.24% | 98 |
|
|
2014
Q4 | $1.86M | Buy |
+59,910
| New | +$1.86M | 0.25% | 104 |
|