US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.82M | Buy |
111,627
+265
| +0.2% | +$23.3K | 2.9% | 12 |
|
|
2024
Q4 | $10.3M | Buy |
111,362
+1,530
| +1% | +$142K | 3.18% | 9 |
|
|
2024
Q3 | $10.6M | Buy |
109,832
+675
| +0.6% | +$65.4K | 3.32% | 9 |
|
|
2024
Q2 | $9.45M | Sell |
109,157
-35,507
| -25% | -$3.08M | 3.17% | 10 |
|
|
2024
Q1 | $13M | Buy |
144,664
+2,565
| +2% | +$231K | 4.5% | 5 |
|
|
2023
Q4 | $12.1M | Buy |
142,099
+4,157
| +3% | +$353K | 4.49% | 5 |
|
|
2023
Q3 | $10.5M | Buy |
137,942
+4,836
| +4% | +$367K | 4.35% | 5 |
|
|
2023
Q2 | $10.6M | Sell |
133,106
-7,359
| -5% | -$587K | 4.51% | 6 |
|
|
2023
Q1 | $10.4M | Buy |
140,465
+4,798
| +4% | +$354K | 4.63% | 7 |
|
|
2022
Q4 | $8.81M | Buy |
135,667
+2,936
| +2% | +$191K | 4.42% | 6 |
|
|
2022
Q3 | $7.96M | Buy |
132,731
+9,978
| +8% | +$599K | 4.46% | 8 |
|
|
2022
Q2 | $7.82M | Buy |
122,753
+1,968
| +2% | +$125K | 4.39% | 5 |
|
|
2022
Q1 | $9.02M | Sell |
120,785
-27,870
| -19% | -$2.08M | 4.34% | 6 |
|
|
2021
Q4 | $11.3M | Buy |
148,655
+6,096
| +4% | +$464K | 5.15% | 4 |
|
|
2021
Q3 | $10.4M | Buy |
142,559
+1,405
| +1% | +$103K | 5.17% | 4 |
|
|
2021
Q2 | $10.5M | Sell |
141,154
-51,059
| -27% | -$3.78M | 5.1% | 4 |
|
|
2021
Q1 | $13.3M | Buy |
192,213
+21,517
| +13% | +$1.49M | 3.7% | 7 |
|
|
2020
Q4 | $10.6M | Buy |
+170,696
| New | +$10.6M | 3.19% | 9 |
|
|
2015
Q3 | – | Sell |
-106
| Closed | -$3K | – | 598 |
|
|
2015
Q2 | $3K | Sell |
106
-1,149
| -92% | -$32.5K | ﹤0.01% | 329 |
|
|
2015
Q1 | $38K | Sell |
1,255
-2,346
| -65% | -$71K | 0.03% | 133 |
|
|
2014
Q4 | $112K | Buy |
+3,601
| New | +$112K | 0.1% | 71 |
|