VitalStone Financial’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

VitalStone Financial’s Portfolio MOTI Stock Details MOTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-333	Closed	-$10.4K	–	526
2024 Q2	$10.4K	Hold	333	–	–	0.01%	264
2024 Q1	$10K	Sell	333 -333	-50%	-$10.1K	0.01%	275
2023 Q4	$21K	Hold	666	–	–	0.02%	222
2023 Q3	$20K	Buy	+666	New	+$21K	0.02%	196

Other funds holding MOTI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

VitalStone Financial's MOTI Position: Q3 2024 in Review

VitalStone Financial sold out of VanEck Morningstar International Moat ETF (MOTI) in Q3 2024, closing a stake of 333 shares — an estimated $10.4K sold.

VitalStone Financial first reported a position in MOTI in Q3 2023 and held it in 4 quarters. The position peaked at $21K in Q4 2023. 52 funds tracked by Wall St. Rank hold MOTI as of Q3 2024.

VitalStone Financial reported no remaining VanEck Morningstar International Moat ETF position as of Q3 2024 after selling out during the quarter.
VitalStone Financial sold 333 VanEck Morningstar International Moat ETF shares in Q3 2024, an estimated $10.4K.
VitalStone Financial first reported a position in VanEck Morningstar International Moat ETF in Q3 2023 and held it in 4 quarters.
VitalStone Financial's VanEck Morningstar International Moat ETF position peaked at $21K in Q4 2023.
52 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.