Steward Partners Investment Advisory’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Hold |
5,000
| – | – | ﹤0.01% | 1930 |
|
|
2025
Q1 | $133K | Hold |
5,000
| – | – | ﹤0.01% | 1846 |
|
|
2024
Q4 | $141K | Hold |
5,000
| – | – | ﹤0.01% | 1801 |
|
|
2024
Q3 | $145K | Hold |
5,000
| – | – | ﹤0.01% | 1684 |
|
|
2024
Q2 | $131K | Hold |
5,000
| – | – | ﹤0.01% | 1644 |
|
|
2024
Q1 | $136K | Buy |
5,000
+3,000
| +150% | +$81.4K | ﹤0.01% | 1607 |
|
|
2023
Q4 | $51.1K | Hold |
2,000
| – | – | ﹤0.01% | 1985 |
|
|
2023
Q3 | $46.2K | Hold |
2,000
| – | – | ﹤0.01% | 1948 |
|
|
2023
Q2 | $49K | Hold |
2,000
| – | – | ﹤0.01% | 1897 |
|
|
2023
Q1 | $46.8K | Hold |
2,000
| – | – | ﹤0.01% | 1880 |
|
|
2022
Q4 | $43.7K | Hold |
2,000
| – | – | ﹤0.01% | 1893 |
|
|
2022
Q3 | $40K | Hold |
2,000
| – | – | ﹤0.01% | 1895 |
|
|
2022
Q2 | $43K | Buy |
+2,000
| New | +$43K | ﹤0.01% | 1871 |
|