Smart Money Group’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 | $945K | Sell |
10,075
-5,338
| -35% | -$501K | 0.3% | 46 |
|
|
2025
Q1 | $1.36M | Sell |
15,413
-305,384
| -95% | -$26.9M | 0.46% | 20 |
|
|
2024
Q4 | $29.7M | Buy |
320,797
+6,712
| +2% | +$622K | 10.27% | 2 |
|
|
2024
Q3 | $29.6M | Sell |
314,085
-13,192
| -4% | -$1.24M | 10.56% | 2 |
|
|
2024
Q2 | $29.9M | Sell |
327,277
-3,122
| -0.9% | -$285K | 10.68% | 1 |
|
|
2024
Q1 | $28.2M | Sell |
330,399
-14,161
| -4% | -$1.21M | 10.97% | 1 |
|
|
2023
Q4 | $29.2M | Sell |
344,560
-10,827
| -3% | -$919K | 12.74% | 1 |
|
|
2023
Q3 | $27M | Buy |
355,387
+23,153
| +7% | +$1.76M | 12.8% | 1 |
|
|
2023
Q2 | $26.5M | Buy |
332,234
+163,928
| +97% | +$13.1M | 12.64% | 1 |
|
|
2023
Q1 | $12.6M | Buy |
+168,306
| New | +$12.6M | 6.3% | 7 |
|