United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,303
| Closed | -$264K | – | 877 |
|
|
2023
Q2 | $264K | Buy |
+3,303
| New | +$264K | ﹤0.01% | 796 |
|
|
2023
Q1 | – | Sell |
-7,255
| Closed | -$471K | – | 1022 |
|
|
2022
Q4 | $471K | Sell |
7,255
-1,329
| -15% | -$86.3K | ﹤0.01% | 772 |
|
|
2022
Q3 | $515K | Sell |
8,584
-4,493
| -34% | -$270K | ﹤0.01% | 753 |
|
|
2022
Q2 | $833K | Buy |
13,077
+1,050
| +9% | +$66.9K | ﹤0.01% | 666 |
|
|
2022
Q1 | $898K | Buy |
12,027
+380
| +3% | +$28.4K | ﹤0.01% | 683 |
|
|
2021
Q4 | $886K | Buy |
11,647
+71
| +0.6% | +$5.4K | ﹤0.01% | 705 |
|
|
2021
Q3 | $848K | Sell |
11,576
-42
| -0.4% | -$3.08K | ﹤0.01% | 717 |
|
|
2021
Q2 | $860K | Hold |
11,618
| – | – | ﹤0.01% | 730 |
|
|
2021
Q1 | $805K | Hold |
11,618
| – | – | ﹤0.01% | 722 |
|
|
2020
Q4 | $720K | Buy |
11,618
+6,573
| +130% | +$407K | ﹤0.01% | 753 |
|
|
2020
Q3 | $275K | Hold |
5,045
| – | – | ﹤0.01% | 973 |
|
|
2020
Q2 | $264K | Sell |
5,045
-1,318
| -21% | -$69K | ﹤0.01% | 1020 |
|
|
2020
Q1 | $278K | Buy |
+6,363
| New | +$278K | ﹤0.01% | 985 |
|
|
2015
Q4 | – | Sell |
-13,685
| Closed | -$382K | – | 1259 |
|
|
2015
Q3 | $382K | Hold |
13,685
| – | – | ﹤0.01% | 979 |
|
|
2015
Q2 | $420K | Sell |
13,685
-14,172
| -51% | -$435K | ﹤0.01% | 973 |
|
|
2015
Q1 | $877K | Buy |
27,857
+12,314
| +79% | +$388K | 0.01% | 754 |
|
|
2014
Q4 | $483K | Sell |
15,543
-54,751
| -78% | -$1.7M | 0.01% | 833 |
|
|
2014
Q3 | $2.2M | Buy |
+70,294
| New | +$2.2M | 0.04% | 420 |
|