United Capital Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $471K | Sell |
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|
2022
Q3 | $515K | Sell |
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|
2022
Q2 | $833K | Buy |
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|
2022
Q1 | $898K | Buy |
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|
2021
Q4 | $886K | Buy |
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|
2021
Q3 | $848K | Sell |
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|
2021
Q2 | $860K | Hold |
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|
2021
Q1 | $805K | Hold |
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|
2020
Q4 | $720K | Buy |
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|
2020
Q3 | $275K | Hold |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $278K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $382K | Hold |
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|
2015
Q2 | $420K | Sell |
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|
2015
Q1 | $877K | Buy |
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|
2014
Q4 | $483K | Sell |
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|
2014
Q3 | $2.2M | Buy |
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