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TRUADVICE’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TRUADVICE’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
2023
Q3 		$1.64M Sell
22,011
-825
-4% -$65.7K 0.64% 41
2023
Q2 		$1.83M Buy
22,836
+467
+2% +$35.1K 0.67% 41
2023
Q1 		$1.67M Buy
22,369
+18,025
+415% +$1.28M 0.66% 41
2022
Q4 		$303K Buy
4,344
+533
+14% +$34.6K 0.16% 119
2022
Q3 		$242K Buy
+3,811
New +$256K 0.14% 124

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRUADVICE's MOAT Position: Q3 2023 in Review

TRUADVICE reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.6% in Q3 2023, selling an estimated $65.7K and leaving 22,011 shares worth $1.64M. The position accounts for 0.64% of the portfolio, ranked #41.

TRUADVICE first reported a position in MOAT in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.83M in Q2 2023. 520 funds tracked by Wall St. Rank hold MOAT as of Q3 2023.

  • TRUADVICE held 22,011 shares of VanEck Morningstar Wide Moat ETF worth $1.64M as of Q3 2023.
  • TRUADVICE sold 825 VanEck Morningstar Wide Moat ETF shares in Q3 2023, an estimated $65.7K.
  • VanEck Morningstar Wide Moat ETF made up 0.64% of TRUADVICE's portfolio in Q3 2023, its #41 holding.
  • TRUADVICE first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and has held it in 5 quarters since.
  • TRUADVICE's VanEck Morningstar Wide Moat ETF position peaked at $1.83M in Q2 2023.
  • 520 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.