Silver Oak Securities’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 | $2.78M | Buy |
29,611
+13,957
| +89% | +$1.31M | 0.23% | 97 |
|
|
2025
Q1 | $1.37M | Sell |
15,654
-8,335
| -35% | -$731K | 0.13% | 182 |
|
|
2024
Q4 | $2.22M | Sell |
23,989
-35,754
| -60% | -$3.31M | 0.21% | 109 |
|
|
2024
Q3 | $5.68M | Buy |
59,743
+24,676
| +70% | +$2.35M | 0.6% | 41 |
|
|
2024
Q2 | $3.04M | Sell |
35,067
-22,159
| -39% | -$1.92M | 0.46% | 54 |
|
|
2024
Q1 | $5.14M | Sell |
57,226
-16,699
| -23% | -$1.5M | 0.79% | 28 |
|
|
2023
Q4 | $6.27M | Buy |
73,925
+59,164
| +401% | +$5.02M | 0.84% | 27 |
|
|
2023
Q3 | $1.12M | Sell |
14,761
-13,698
| -48% | -$1.04M | 0.24% | 75 |
|
|
2023
Q2 | $2.27M | Buy |
28,459
+17,738
| +165% | +$1.42M | 0.37% | 57 |
|
|
2023
Q1 | $792K | Buy |
+10,721
| New | +$792K | 0.13% | 140 |
|
|
2022
Q4 | – | Sell |
-14,761
| Closed | -$1.12M | – | 404 |
|
|
2022
Q3 | $1.12M | Buy |
+14,761
| New | +$1.12M | 0.24% | 75 |
|
|
2022
Q2 | – | Sell |
-3,582
| Closed | -$264K | – | 317 |
|
|
2022
Q1 | $264K | Buy |
+3,582
| New | +$264K | 0.05% | 251 |
|