Stratos Wealth Advisors’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 | $2.26M | Sell |
24,080
-567
| -2% | -$53.2K | 0.12% | 182 |
|
|
2025
Q1 | $2.17M | Sell |
24,647
-188
| -0.8% | -$16.5K | 0.12% | 164 |
|
|
2024
Q4 | $2.3M | Buy |
24,835
+225
| +0.9% | +$20.9K | 0.11% | 188 |
|
|
2024
Q3 | $2.39M | Buy |
24,610
+885
| +4% | +$85.8K | 0.11% | 198 |
|
|
2024
Q2 | $2.05M | Buy |
23,725
+20,977
| +763% | +$1.82M | 0.1% | 205 |
|
|
2024
Q1 | $247K | Hold |
2,748
| – | – | 0.01% | 586 |
|
|
2023
Q4 | $233K | Sell |
2,748
-93
| -3% | -$7.89K | 0.01% | 614 |
|
|
2023
Q3 | $215K | Buy |
+2,841
| New | +$215K | 0.01% | 607 |
|
|
2020
Q2 | – | Sell |
-125
| Closed | -$5K | – | 339 |
|
|
2020
Q1 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 258 |
|