TD Capital Management’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 | $271K | Hold |
2,891
| – | – | 0.03% | 106 |
|
|
2025
Q1 | $254K | Sell |
2,891
-672
| -19% | -$59.1K | 0.03% | 97 |
|
|
2024
Q4 | $330K | Buy |
3,563
+100
| +3% | +$9.27K | 0.03% | 82 |
|
|
2024
Q3 | $336K | Hold |
3,463
| – | – | 0.03% | 85 |
|
|
2024
Q2 | $300K | Hold |
3,463
| – | – | 0.03% | 88 |
|
|
2024
Q1 | $311K | Hold |
3,463
| – | – | 0.03% | 86 |
|
|
2023
Q4 | $294K | Buy |
3,463
+23
| +0.7% | +$1.95K | 0.03% | 84 |
|
|
2023
Q3 | $261K | Buy |
3,440
+575
| +20% | +$43.6K | 0.03% | 86 |
|
|
2023
Q2 | $229K | Hold |
2,865
| – | – | 0.03% | 87 |
|
|
2023
Q1 | $212K | Sell |
2,865
-136
| -5% | -$10K | 0.03% | 86 |
|
|
2022
Q4 | $195K | Sell |
3,001
-2,622
| -47% | -$170K | 0.03% | 85 |
|
|
2022
Q3 | $337K | Sell |
5,623
-525
| -9% | -$31.5K | 0.05% | 70 |
|
|
2022
Q2 | $392K | Buy |
6,148
+1,241
| +25% | +$79.1K | 0.05% | 61 |
|
|
2022
Q1 | $367K | Buy |
4,907
+1,348
| +38% | +$101K | 0.04% | 68 |
|
|
2021
Q4 | $271K | Buy |
3,559
+737
| +26% | +$56.1K | 0.03% | 75 |
|
|
2021
Q3 | $207K | Buy |
+2,822
| New | +$207K | 0.03% | 83 |
|