Wealth Enhancement Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6M | Sell |
398,233
-134,600
| -25% | -$13M | 0.06% | 273 |
|
|
2025
Q1 | $46.9M | Sell |
532,833
-1,074
| -0.2% | -$94.5K | 0.09% | 217 |
|
|
2024
Q4 | $49.5M | Sell |
533,907
-12,630
| -2% | -$1.17M | 0.09% | 205 |
|
|
2024
Q3 | $53M | Sell |
546,537
-150,636
| -22% | -$14.6M | 0.11% | 177 |
|
|
2024
Q2 | $60.4M | Sell |
697,173
-2,036
| -0.3% | -$176K | 0.14% | 146 |
|
|
2024
Q1 | $62.9M | Buy |
699,209
+17,057
| +3% | +$1.53M | 0.16% | 133 |
|
|
2023
Q4 | $57.9M | Buy |
682,152
+209,565
| +44% | +$17.8M | 0.17% | 131 |
|
|
2023
Q3 | $35.8M | Buy |
+472,587
| New | +$35.8M | 0.12% | 178 |
|
|
2022
Q3 | – | Sell |
-213,690
| Closed | -$14.1M | – | 364 |
|
|
2022
Q2 | $14.1M | Buy |
213,690
+36,576
| +21% | +$2.42M | 0.2% | 65 |
|
|
2022
Q1 | $13.4M | Buy |
177,114
+1,140
| +0.6% | +$86.3K | 0.18% | 70 |
|
|
2021
Q4 | $13.1M | Buy |
175,974
+111,415
| +173% | +$8.3M | 0.19% | 59 |
|
|
2021
Q3 | $4.9M | Buy |
+64,559
| New | +$4.9M | 0.07% | 107 |
|