VA
Valmark Advisers’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
2,623
| – | – | ﹤0.01% | 591 |
|
|
2025
Q1 | $231K | Sell |
2,623
-10
| -0.4% | -$880 | ﹤0.01% | 567 |
|
|
2024
Q4 | $244K | Hold |
2,633
| – | – | ﹤0.01% | 550 |
|
|
2024
Q3 | $255K | Sell |
2,633
-88
| -3% | -$8.53K | ﹤0.01% | 526 |
|
|
2024
Q2 | $236K | Sell |
2,721
-1,144
| -30% | -$99.1K | ﹤0.01% | 520 |
|
|
2024
Q1 | $347K | Buy |
3,865
+963
| +33% | +$86.6K | 0.01% | 431 |
|
|
2023
Q4 | $246K | Buy |
2,902
+194
| +7% | +$16.5K | ﹤0.01% | 455 |
|
|
2023
Q3 | $205K | Buy |
2,708
+62
| +2% | +$4.7K | ﹤0.01% | 458 |
|
|
2023
Q2 | $211K | Buy |
+2,646
| New | +$211K | ﹤0.01% | 453 |
|
|
2022
Q4 | – | Sell |
-3,617
| Closed | -$217K | – | 457 |
|
|
2022
Q3 | $217K | Sell |
3,617
-204
| -5% | -$12.2K | ﹤0.01% | 387 |
|
|
2022
Q2 | $244K | Buy |
3,821
+122
| +3% | +$7.79K | ﹤0.01% | 374 |
|
|
2022
Q1 | $276K | Buy |
+3,699
| New | +$276K | ﹤0.01% | 378 |
|