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Toth Financial Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Toth Financial Advisory’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15
Closed -$1.3K – 747
2024
Q2 		$1.3K Hold
15
– – ﹤0.01% 669
2024
Q1 		$1.35K Buy
+15
New +$1.29K ﹤0.01% 661
2023
Q3 		– Sell
-1
Closed -$80 – 816
2023
Q2 		$80 Buy
+1
New +$75 ﹤0.01% 762

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Toth Financial Advisory's MOAT Position: Q3 2024 in Review

Toth Financial Advisory sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2024, closing a stake of 15 shares — an estimated $1.3K sold.

Toth Financial Advisory first reported a position in MOAT in Q2 2023 and held it in 3 quarters. The position peaked at $1.35K in Q1 2024. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

  • Toth Financial Advisory reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 15 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $1.3K.
  • Toth Financial Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 3 quarters.
  • Toth Financial Advisory's VanEck Morningstar Wide Moat ETF position peaked at $1.35K in Q1 2024.
  • 672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.