Wagner Wealth Management (South Carolina)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-1,100	Closed	-$66K	–	532
2022 Q3	$66K	Hold	1,100	–	–	0.05%	180
2022 Q2	$70K	Buy	+1,100	New	+$75.5K	0.06%	172
2022 Q1	–	Sell	-1,300	Closed	-$99K	–	483
2021 Q4	$99K	Hold	1,300	–	–	0.08%	182
2021 Q3	$99K	Hold	1,300	–	–	0.08%	170
2021 Q2	$96K	Hold	1,300	–	–	0.07%	193
2021 Q1	$90K	Hold	1,300	–	–	0.07%	181
2020 Q4	$81K	Buy	+1,300	New	+$76.6K	0.08%	124
2018 Q3	$65K	Hold	1,400	–	–	0.04%	228
2018 Q2	$61K	Hold	1,400	–	–	0.04%	220
2018 Q1	$58K	Hold	1,400	–	–	0.04%	207
2017 Q4	$62K	Buy	+1,400	New	+$57.8K	0.05%	203

Other funds holding MOAT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina)'s MOAT Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2022, closing a stake of 1,100 shares — an estimated $66K sold.

Wagner Wealth Management (South Carolina) first reported a position in MOAT in Q4 2017 and held it in 11 quarters. The position peaked at $99K in Q4 2021. 375 funds tracked by Wall St. Rank hold MOAT as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 1,100 VanEck Morningstar Wide Moat ETF shares in Q4 2022, an estimated $66K.
Wagner Wealth Management (South Carolina) first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and held it in 11 quarters.
Wagner Wealth Management (South Carolina)'s VanEck Morningstar Wide Moat ETF position peaked at $99K in Q4 2021.
375 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.