Sowell Financial Services’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 | $260K | Sell |
2,768
-74
| -3% | -$6.94K | 0.01% | 857 |
|
|
2025
Q1 | $250K | Buy |
+2,842
| New | +$250K | 0.01% | 844 |
|
|
2023
Q2 | – | Sell |
-3,354
| Closed | -$248K | – | 723 |
|
|
2023
Q1 | $248K | Buy |
+3,354
| New | +$248K | 0.02% | 627 |
|
|
2022
Q3 | – | Sell |
-147,306
| Closed | -$5.75M | – | 440 |
|
|
2022
Q2 | $5.75M | Buy |
+147,306
| New | +$5.75M | 0.53% | 39 |
|
|
2021
Q2 | – | Sell |
-61,641
| Closed | -$4.49M | – | 1879 |
|
|
2021
Q1 | $4.49M | Buy |
61,641
+20,425
| +50% | +$1.49M | 0.16% | 129 |
|
|
2020
Q4 | $2.56M | Buy |
41,216
+8,726
| +27% | +$541K | 0.11% | 169 |
|
|
2020
Q3 | $1.77M | Buy |
32,490
+5,554
| +21% | +$303K | 0.09% | 198 |
|
|
2020
Q2 | $1.41M | Sell |
26,936
-8,397
| -24% | -$439K | 0.08% | 218 |
|
|
2020
Q1 | $1.55M | Sell |
35,333
-13,187
| -27% | -$577K | 0.11% | 187 |
|
|
2019
Q4 | $2.66M | Buy |
48,520
+32,731
| +207% | +$1.79M | 0.2% | 107 |
|
|
2019
Q3 | $792K | Buy |
+15,789
| New | +$792K | 0.07% | 299 |
|