Steward Partners Investment Advisory’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 | $20.6M | Buy |
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|
2025
Q2 | $18.9M | Sell |
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|
2025
Q1 | $26.2M | Sell |
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|
2024
Q4 | $28.4M | Sell |
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|
2024
Q3 | $29.8M | Sell |
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|
2024
Q2 | $26.9M | Buy |
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|
2024
Q1 | $27.6M | Buy |
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|
2023
Q4 | $14.3M | Buy |
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|
2023
Q3 | $11.9M | Buy |
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|
2023
Q2 | $11.6M | Sell |
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|
2023
Q1 | $11.1M | Buy |
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|
2022
Q4 | $9.52M | Sell |
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|
2022
Q3 | $9.08M | Buy |
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|
2022
Q2 | $7.99M | Sell |
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|
2022
Q1 | $9.86M | Buy |
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|
2021
Q4 | $9.92M | Buy |
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|
2021
Q3 | $9.34M | Buy |
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|
2021
Q2 | $8.21M | Buy |
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|
2021
Q1 | $5.87M | Buy |
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|
2020
Q4 | $4.44M | Sell |
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|
2020
Q3 | $4.19M | Buy |
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|
2020
Q2 | $3.45M | Sell |
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|
2020
Q1 | $3.12M | Sell |
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|
2019
Q4 | $3.96M | Buy |
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|
2019
Q3 | $3.08M | Buy |
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|
2019
Q2 | $2.63M | Buy |
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|
2019
Q1 | $2.44M | Buy |
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|
2018
Q4 | $2.1M | Buy |
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|
2018
Q3 | $633K | Buy |
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|
2018
Q2 | $507K | Buy |
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