V Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

V Wealth Advisors’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	$399K	Sell	5,260 -20,125	-79%	-$1.6M	0.32%	68
2023 Q2	$2.03M	Buy	25,385 +2,470	+11%	+$186K	0.34%	61
2023 Q1	$1.69M	Sell	22,915 -662	-3%	-$47K	0.32%	70
2022 Q4	$1.53M	Sell	23,577 -947	-4%	-$61.4K	0.32%	72
2022 Q3	$1.47M	Sell	24,524 -860	-3%	-$57.8K	0.29%	79
2022 Q2	$1.62M	Sell	25,384 -912	-3%	-$62.6K	0.31%	78
2022 Q1	$1.96M	Sell	26,296 -292	-1%	-$21.5K	0.31%	66
2021 Q4	$2.02M	Sell	26,588 -2,467	-8%	-$187K	0.3%	74
2021 Q3	$2.13M	Sell	29,055 -918	-3%	-$69.1K	0.33%	62
2021 Q2	$2.22M	Buy	29,973 +3,277	+12%	+$239K	0.35%	65
2021 Q1	$1.85M	Buy	26,696 +6,399	+32%	+$422K	0.34%	66
2020 Q4	$1.26M	Buy	+20,297	New	+$1.2M	0.26%	103
2020 Q3	–	Sell	-33,050	Closed	-$1.73M	–	273
2020 Q2	$1.73M	Sell	33,050 -9,847	-23%	-$490K	0.45%	50
2020 Q1	$1.88M	Buy	42,897 +18,910	+79%	+$972K	0.59%	27
2019 Q4	$1.2M	Hold	23,987	–	–	0.43%	61
2019 Q3	$1.2M	Buy	+23,987	New	+$1.18M	0.43%	61
2017 Q3	–	Sell	-567	Closed	-$22K	–	513
2017 Q2	$22K	Buy	+567	New	+$21.8K	0.01%	440

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

V Wealth Advisors's MOAT Position: Q3 2023 in Review

V Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 79% in Q3 2023, selling an estimated $1.6M and leaving 5,260 shares worth $399K. The position accounts for 0.32% of the portfolio, ranked #68.

V Wealth Advisors first reported a position in MOAT in Q2 2017 and has held it in 17 quarters since. The position peaked at $2.22M in Q2 2021. 520 funds tracked by Wall St. Rank hold MOAT as of Q3 2023.

V Wealth Advisors held 5,260 shares of VanEck Morningstar Wide Moat ETF worth $399K as of Q3 2023.
V Wealth Advisors sold 20,125 VanEck Morningstar Wide Moat ETF shares in Q3 2023, an estimated $1.6M.
VanEck Morningstar Wide Moat ETF made up 0.32% of V Wealth Advisors's portfolio in Q3 2023, its #68 holding.
V Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2017 and has held it in 17 quarters since.
V Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.22M in Q2 2021.
520 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.