Sowell Financial Services’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
Q3 | $257K | Sell |
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|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $250K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.75M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4.49M | Buy |
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|
2020
Q4 | $2.56M | Buy |
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|
2020
Q3 | $1.77M | Buy |
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|
2020
Q2 | $1.41M | Sell |
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|
2020
Q1 | $1.54M | Sell |
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|
2019
Q4 | $2.66M | Buy |
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|
2019
Q3 | $792K | Buy |
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