Visionary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Sell |
243,611
-33,517
| -12% | -$3.14M | 1.17% | 14 |
|
|
2025
Q1 | $24.4M | Buy |
277,128
+17,898
| +7% | +$1.58M | 1.46% | 8 |
|
|
2024
Q4 | $24M | Sell |
259,230
-4,579
| -2% | -$425K | 1.41% | 9 |
|
|
2024
Q3 | $25.6M | Sell |
263,809
-18,375
| -7% | -$1.78M | 1.56% | 8 |
|
|
2024
Q2 | $24.4M | Sell |
282,184
-6,651
| -2% | -$576K | 1.6% | 8 |
|
|
2024
Q1 | $26M | Buy |
288,835
+16,966
| +6% | +$1.53M | 1.75% | 7 |
|
|
2023
Q4 | $23.1M | Sell |
271,869
-6,437
| -2% | -$546K | 1.7% | 8 |
|
|
2023
Q3 | $21.1M | Buy |
278,306
+39,590
| +17% | +$3M | 1.71% | 9 |
|
|
2023
Q2 | $19M | Buy |
238,716
+74,597
| +45% | +$5.95M | 1.52% | 11 |
|
|
2023
Q1 | $12.1M | Sell |
164,119
-1,557
| -0.9% | -$115K | 1.03% | 19 |
|
|
2022
Q4 | $10.8M | Sell |
165,676
-18
| -0% | -$1.17K | 0.99% | 23 |
|
|
2022
Q3 | $9.94M | Buy |
165,694
+6,826
| +4% | +$409K | 1.03% | 23 |
|
|
2022
Q2 | $10.1M | Sell |
158,868
-3,232
| -2% | -$206K | 0.91% | 25 |
|
|
2022
Q1 | $12.1M | Buy |
162,100
+5,433
| +3% | +$406K | 0.97% | 25 |
|
|
2021
Q4 | $11.9M | Buy |
156,667
+7,357
| +5% | +$560K | 0.98% | 26 |
|
|
2021
Q3 | $10.9M | Buy |
149,310
+27,599
| +23% | +$2.02M | 1.13% | 25 |
|
|
2021
Q2 | $9.01M | Sell |
121,711
-263
| -0.2% | -$19.5K | 0.91% | 30 |
|
|
2021
Q1 | $8.45M | Sell |
121,974
-11,024
| -8% | -$764K | 0.89% | 27 |
|
|
2020
Q4 | $8.25M | Buy |
132,998
+5,980
| +5% | +$371K | 0.92% | 28 |
|
|
2020
Q3 | $6.93M | Buy |
+127,018
| New | +$6.93M | 0.98% | 28 |
|