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Transparent Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Transparent Wealth Partners’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
2022
Q2 		– Sell
-23,696
Closed -$1.77M – 46
2022
Q1 		$1.77M Buy
+23,696
New +$1.75M 1.49% 19

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Transparent Wealth Partners's MOAT Position: Q2 2022 in Review

Transparent Wealth Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 23,696 shares — an estimated $1.77M sold.

Transparent Wealth Partners first reported a position in MOAT in Q1 2022 and held it in 1 quarter. The position peaked at $1.77M in Q1 2022. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

  • Transparent Wealth Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
  • Transparent Wealth Partners sold 23,696 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $1.77M.
  • Transparent Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and held it in 1 quarter.
  • Transparent Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.77M in Q1 2022.
  • 343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on Transparent Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.