Soundwatch Capital’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 | $2.84M | Buy |
65,430
+55,856
| +583% | +$2.42M | 0.48% | 40 |
|
|
2025
Q1 | $842K | Sell |
9,574
-3,098
| -24% | -$273K | 0.38% | 13 |
|
|
2024
Q4 | $1.17M | Buy |
12,672
+476
| +4% | +$44.1K | 0.12% | 12 |
|
|
2024
Q3 | $1.18M | Buy |
+12,196
| New | +$1.18M | 0.19% | 13 |
|
|
2024
Q1 | – | Sell |
-10,215
| Closed | -$882K | – | 21 |
|
|
2023
Q4 | $882K | Buy |
10,215
+3,965
| +63% | +$342K | 0.42% | 13 |
|
|
2023
Q3 | $474K | Sell |
6,250
-2,693,934
| -100% | -$204M | 0.1% | 17 |
|
|
2023
Q2 | $879K | Buy |
2,700,184
+2,697,387
| +96,439% | +$878K | 0.22% | 14 |
|
|
2023
Q1 | $206K | Buy |
+2,797
| New | +$206K | 0.05% | 24 |
|
|
2022
Q1 | – | Sell |
-6,296
| Closed | -$479K | – | 22 |
|
|
2021
Q4 | $479K | Sell |
6,296
-359
| -5% | -$27.3K | 0.1% | 17 |
|
|
2021
Q3 | $487K | Buy |
+6,655
| New | +$487K | 0.05% | 14 |
|
|
2021
Q2 | – | Sell |
-5,068
| Closed | -$351K | – | 15 |
|
|
2021
Q1 | $351K | Sell |
5,068
-2,869
| -36% | -$199K | 0.13% | 12 |
|
|
2020
Q4 | $492K | Sell |
7,937
-1,203
| -13% | -$74.6K | 0.33% | 10 |
|
|
2020
Q3 | $499K | Hold |
9,140
| – | – | 0.16% | 10 |
|
|
2020
Q2 | $477K | Buy |
+9,140
| New | +$477K | 0.29% | 10 |
|