Waddell & Associates’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 | $237K | Sell |
2,531
-66
| -3% | -$6.19K | 0.03% | 204 |
|
|
2025
Q1 | $229K | Buy |
2,597
+59
| +2% | +$5.19K | 0.03% | 147 |
|
|
2024
Q4 | $235K | Hold |
2,538
| – | – | 0.02% | 140 |
|
|
2024
Q3 | $246K | Buy |
2,538
+119
| +5% | +$11.5K | 0.03% | 137 |
|
|
2024
Q2 | $210K | Buy |
2,419
+9
| +0.4% | +$779 | 0.03% | 132 |
|
|
2024
Q1 | $217K | Sell |
2,410
-1,296
| -35% | -$117K | 0.03% | 134 |
|
|
2023
Q4 | $315K | Sell |
3,706
-87
| -2% | -$7.38K | 0.04% | 108 |
|
|
2023
Q3 | $288K | Sell |
3,793
-24
| -0.6% | -$1.82K | 0.04% | 132 |
|
|
2023
Q2 | $305K | Sell |
3,817
-82
| -2% | -$6.54K | 0.04% | 122 |
|
|
2023
Q1 | $288K | Sell |
3,899
-813
| -17% | -$60K | 0.05% | 119 |
|
|
2022
Q4 | $306K | Sell |
4,712
-368
| -7% | -$23.9K | 0.05% | 111 |
|
|
2022
Q3 | $305K | Buy |
5,080
+46
| +0.9% | +$2.76K | 0.06% | 96 |
|
|
2022
Q2 | $321K | Buy |
+5,034
| New | +$321K | 0.07% | 94 |
|