Steward Partners Investment Advisory’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 | $18.9M | Sell |
201,618
-96,666
| -32% | -$9.07M | 0.15% | 136 |
|
|
2025
Q1 | $26.2M | Sell |
298,284
-7,587
| -2% | -$668K | 0.23% | 90 |
|
|
2024
Q4 | $28.4M | Sell |
305,871
-1,338
| -0.4% | -$124K | 0.25% | 81 |
|
|
2024
Q3 | $29.8M | Sell |
307,209
-3,399
| -1% | -$330K | 0.28% | 80 |
|
|
2024
Q2 | $26.9M | Buy |
310,608
+3,683
| +1% | +$319K | 0.28% | 75 |
|
|
2024
Q1 | $27.6M | Buy |
306,925
+138,792
| +83% | +$12.5M | 0.3% | 69 |
|
|
2023
Q4 | $14.3M | Buy |
168,133
+10,829
| +7% | +$919K | 0.19% | 114 |
|
|
2023
Q3 | $11.9M | Buy |
157,304
+12,447
| +9% | +$944K | 0.18% | 121 |
|
|
2023
Q2 | $11.6M | Sell |
144,857
-5,747
| -4% | -$459K | 0.17% | 126 |
|
|
2023
Q1 | $11.1M | Buy |
150,604
+3,869
| +3% | +$286K | 0.18% | 125 |
|
|
2022
Q4 | $9.52M | Sell |
146,735
-4,556
| -3% | -$296K | 0.16% | 148 |
|
|
2022
Q3 | $9.08M | Buy |
151,291
+25,943
| +21% | +$1.56M | 0.17% | 142 |
|
|
2022
Q2 | $7.99M | Sell |
125,348
-6,613
| -5% | -$421K | 0.15% | 161 |
|
|
2022
Q1 | $9.86M | Buy |
131,961
+1,660
| +1% | +$124K | 0.15% | 158 |
|
|
2021
Q4 | $9.92M | Buy |
130,301
+2,804
| +2% | +$213K | 0.15% | 150 |
|
|
2021
Q3 | $9.34M | Buy |
127,497
+16,673
| +15% | +$1.22M | 0.16% | 145 |
|
|
2021
Q2 | $8.21M | Buy |
110,824
+26,124
| +31% | +$1.93M | 0.14% | 162 |
|
|
2021
Q1 | $5.87M | Buy |
84,700
+13,146
| +18% | +$911K | 0.1% | 211 |
|
|
2020
Q4 | $4.44M | Sell |
71,554
-5,183
| -7% | -$321K | 0.1% | 214 |
|
|
2020
Q3 | $4.19M | Buy |
76,737
+10,653
| +16% | +$582K | 0.11% | 205 |
|
|
2020
Q2 | $3.45M | Sell |
66,084
-5,352
| -7% | -$280K | 0.1% | 214 |
|
|
2020
Q1 | $3.12M | Sell |
71,436
-835
| -1% | -$36.5K | 0.11% | 195 |
|
|
2019
Q4 | $3.96M | Buy |
72,271
+10,747
| +17% | +$589K | 0.12% | 191 |
|
|
2019
Q3 | $3.09M | Buy |
61,524
+6,810
| +12% | +$341K | 0.1% | 205 |
|
|
2019
Q2 | $2.63M | Buy |
54,714
+2,480
| +5% | +$119K | 0.1% | 211 |
|
|
2019
Q1 | $2.44M | Buy |
52,234
+1,147
| +2% | +$53.5K | 0.1% | 202 |
|
|
2018
Q4 | $2.1M | Buy |
51,087
+37,552
| +277% | +$1.55M | 0.1% | 215 |
|
|
2018
Q3 | $633K | Buy |
13,535
+1,903
| +16% | +$89K | 0.03% | 453 |
|
|
2018
Q2 | $507K | Buy |
+11,632
| New | +$507K | 0.03% | 464 |
|