Wealthcare Advisory Partners’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 | $19.2M | Buy |
205,235
+14,751
| +8% | +$1.38M | 0.44% | 48 |
|
|
2025
Q1 | $16.8M | Buy |
190,484
+7,550
| +4% | +$664K | 0.45% | 46 |
|
|
2024
Q4 | $17M | Sell |
182,934
-10,260
| -5% | -$951K | 0.47% | 40 |
|
|
2024
Q3 | $18.7M | Buy |
193,194
+7,081
| +4% | +$687K | 0.53% | 36 |
|
|
2024
Q2 | $16.1M | Buy |
186,113
+3,472
| +2% | +$301K | 0.5% | 40 |
|
|
2024
Q1 | $16.4M | Buy |
182,641
+21,617
| +13% | +$1.94M | 0.54% | 42 |
|
|
2023
Q4 | $13.7M | Buy |
161,024
+37,973
| +31% | +$3.22M | 0.54% | 45 |
|
|
2023
Q3 | $9.33M | Buy |
123,051
+69,805
| +131% | +$5.29M | 0.43% | 53 |
|
|
2023
Q2 | $4.25M | Buy |
53,246
+2,398
| +5% | +$191K | 0.19% | 97 |
|
|
2023
Q1 | $3.75M | Buy |
50,848
+657
| +1% | +$48.5K | 0.16% | 105 |
|
|
2022
Q4 | $3.26M | Buy |
+50,191
| New | +$3.26M | 0.16% | 113 |
|
|
2021
Q2 | – | Sell |
-27
| Closed | -$2K | – | 1337 |
|
|
2021
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1889 |
|
|
2020
Q2 | – | Sell |
-27
| Closed | -$1K | – | 963 |
|
|
2020
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1412 |
|