Vigilant Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Vigilant Capital Management’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
2022 Q2	–	Sell	-1,535	Closed	-$115K	–	617
2022 Q1	$115K	Sell	1,535 -1,300	-46%	-$95.8K	0.01%	225
2021 Q4	$216K	Hold	2,835	–	–	0.02%	189
2021 Q3	$208K	Sell	2,835 -2,382	-46%	-$179K	0.02%	145
2021 Q2	$386K	Hold	5,217	–	–	0.03%	105
2021 Q1	$361K	Buy	+5,217	New	+$344K	0.03%	99

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

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

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

JFA

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

Vigilant Capital Management's MOAT Position: Q2 2022 in Review

Vigilant Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 1,535 shares — an estimated $115K sold.

Vigilant Capital Management first reported a position in MOAT in Q1 2021 and held it in 5 quarters. The position peaked at $386K in Q2 2021. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

Vigilant Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
Vigilant Capital Management sold 1,535 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $115K.
Vigilant Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and held it in 5 quarters.
Vigilant Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $386K in Q2 2021.
343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on Vigilant Capital Management's 13F filing for Q2 2022, filed 6 Jul 2022.