Triumph 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 | $1.94M | Buy |
20,657
+4,090
| +25% | +$384K | 0.58% | 35 |
|
|
2025
Q1 | $1.46M | Sell |
16,567
-7,625
| -32% | -$671K | 0.49% | 47 |
|
|
2024
Q4 | $2.24M | Buy |
24,192
+2,253
| +10% | +$209K | 0.77% | 27 |
|
|
2024
Q3 | $2.13M | Buy |
21,939
+357
| +2% | +$34.6K | 0.76% | 28 |
|
|
2024
Q2 | $1.87M | Sell |
21,582
-359
| -2% | -$31.1K | 0.73% | 30 |
|
|
2024
Q1 | $1.96M | Buy |
21,941
+2,420
| +12% | +$216K | 0.8% | 31 |
|
|
2023
Q4 | $1.66M | Sell |
19,521
-6,576
| -25% | -$558K | 0.7% | 33 |
|
|
2023
Q3 | $1.98M | Buy |
26,097
+19,340
| +286% | +$1.47M | 0.9% | 23 |
|
|
2023
Q2 | $539K | Sell |
6,757
-478
| -7% | -$38.1K | 0.24% | 89 |
|
|
2023
Q1 | $534K | Sell |
7,235
-95
| -1% | -$7.01K | 0.27% | 68 |
|
|
2022
Q4 | $476K | Sell |
7,330
-27,320
| -79% | -$1.77M | 0.25% | 94 |
|
|
2022
Q3 | $2.08M | Buy |
34,650
+3,517
| +11% | +$211K | 1.13% | 23 |
|
|
2022
Q2 | $1.98M | Sell |
31,133
-22,864
| -42% | -$1.46M | 1.05% | 22 |
|
|
2022
Q1 | $4.03M | Sell |
53,997
-1,226
| -2% | -$91.6K | 1.75% | 10 |
|
|
2021
Q4 | $4.2M | Buy |
55,223
+3,974
| +8% | +$302K | 1.82% | 9 |
|
|
2021
Q3 | $3.75M | Buy |
51,249
+996
| +2% | +$73K | 1.76% | 10 |
|
|
2021
Q2 | $3.75M | Buy |
+50,253
| New | +$3.75M | 2.19% | 7 |
|