V Wealth 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 | $399K | Sell |
5,260
-20,125
| -79% | -$1.53M | 0.32% | 67 |
|
|
2023
Q2 | $2.03M | Buy |
25,385
+2,470
| +11% | +$197K | 0.34% | 60 |
|
|
2023
Q1 | $1.69M | Sell |
22,915
-662
| -3% | -$48.9K | 0.32% | 70 |
|
|
2022
Q4 | $1.53M | Sell |
23,577
-947
| -4% | -$61.5K | 0.32% | 71 |
|
|
2022
Q3 | $1.47M | Sell |
24,524
-860
| -3% | -$51.6K | 0.29% | 78 |
|
|
2022
Q2 | $1.62M | Sell |
25,384
-912
| -3% | -$58.1K | 0.31% | 78 |
|
|
2022
Q1 | $1.96M | Sell |
26,296
-292
| -1% | -$21.8K | 0.31% | 66 |
|
|
2021
Q4 | $2.02M | Sell |
26,588
-2,467
| -8% | -$188K | 0.3% | 74 |
|
|
2021
Q3 | $2.13M | Sell |
29,055
-918
| -3% | -$67.2K | 0.33% | 62 |
|
|
2021
Q2 | $2.22M | Buy |
29,973
+3,277
| +12% | +$242K | 0.35% | 65 |
|
|
2021
Q1 | $1.85M | Buy |
26,696
+6,399
| +32% | +$443K | 0.34% | 66 |
|
|
2020
Q4 | $1.26M | Buy |
+20,297
| New | +$1.26M | 0.26% | 103 |
|
|
2020
Q3 | – | Sell |
-33,050
| Closed | -$1.73M | – | 269 |
|
|
2020
Q2 | $1.73M | Sell |
33,050
-9,847
| -23% | -$514K | 0.45% | 50 |
|
|
2020
Q1 | $1.88M | Buy |
42,897
+18,910
| +79% | +$827K | 0.59% | 27 |
|
|
2019
Q4 | $1.2M | Hold |
23,987
| – | – | 0.43% | 61 |
|
|
2019
Q3 | $1.2M | Buy |
+23,987
| New | +$1.2M | 0.43% | 61 |
|
|
2017
Q3 | – | Sell |
-567
| Closed | -$22K | – | 513 |
|
|
2017
Q2 | $22K | Buy |
+567
| New | +$22K | 0.01% | 439 |
|