Valeo Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-1,575	Closed	-$109K	–	1292
2021 Q1	$109K	Hold	1,575	–	–	0.01%	587
2020 Q4	$98K	Buy	1,575 +23	+1%	+$1.35K	0.01%	579
2020 Q3	$85K	Hold	1,552	–	–	0.01%	508
2020 Q2	$81K	Buy	+1,552	New	+$77.3K	0.01%	577

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Valeo Financial Advisors's MOAT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2021, closing a stake of 1,575 shares — an estimated $109K sold.

Valeo Financial Advisors first reported a position in MOAT in Q2 2020 and held it in 4 quarters. The position peaked at $109K in Q1 2021. 304 funds tracked by Wall St. Rank hold MOAT as of Q2 2021.

Valeo Financial Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,575 VanEck Morningstar Wide Moat ETF shares in Q2 2021, an estimated $109K.
Valeo Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and held it in 4 quarters.
Valeo Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $109K in Q1 2021.
304 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.