Tradition Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-1,326	Closed	-$113K	–	877
2023 Q4	$113K	Hold	1,326	–	–	0.01%	435
2023 Q3	$101K	Hold	1,326	–	–	0.01%	436
2023 Q2	$106K	Hold	1,326	–	–	0.01%	443
2023 Q1	$98K	Hold	1,326	–	–	0.01%	450
2022 Q4	$86K	Hold	1,326	–	–	0.01%	410
2022 Q3	$80K	Hold	1,326	–	–	0.01%	402
2022 Q2	$85K	Hold	1,326	–	–	0.01%	377
2022 Q1	$99K	Hold	1,326	–	–	0.01%	400
2021 Q4	$101K	Hold	1,326	–	–	0.01%	399
2021 Q3	$97K	Hold	1,326	–	–	0.01%	377
2021 Q2	$98K	Hold	1,326	–	–	0.01%	395
2021 Q1	$92K	Hold	1,326	–	–	0.02%	335
2020 Q4	$82K	Buy	+1,326	New	+$78.1K	0.02%	321

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradition Wealth Management's MOAT Position: Q1 2024 in Review

Tradition Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2024, closing a stake of 1,326 shares — an estimated $113K sold.

Tradition Wealth Management first reported a position in MOAT in Q4 2020 and held it in 13 quarters. The position peaked at $113K in Q4 2023. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

Tradition Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,326 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $113K.
Tradition Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $113K in Q4 2023.
634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.