Weaver Consulting Group’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 | $382K | Hold |
4,077
| – | – | 0.11% | 152 |
|
|
2025
Q1 | $359K | Buy |
4,077
+54
| +1% | +$4.75K | 0.11% | 147 |
|
|
2024
Q4 | $373K | Hold |
4,023
| – | – | 0.11% | 140 |
|
|
2024
Q3 | $390K | Hold |
4,023
| – | – | 0.12% | 133 |
|
|
2024
Q2 | $348K | Hold |
4,023
| – | – | 0.12% | 135 |
|
|
2024
Q1 | $362K | Hold |
4,023
| – | – | 0.13% | 136 |
|
|
2023
Q4 | $341K | Hold |
4,023
| – | – | 0.14% | 129 |
|
|
2023
Q3 | $305K | Buy |
4,023
+312
| +8% | +$23.7K | 0.14% | 135 |
|
|
2023
Q2 | $296K | Buy |
3,711
+660
| +22% | +$52.7K | 0.13% | 139 |
|
|
2023
Q1 | $225K | Sell |
3,051
-476
| -13% | -$35.1K | 0.1% | 161 |
|
|
2022
Q4 | $229K | Hold |
3,527
| – | – | 0.12% | 153 |
|
|
2022
Q3 | $212K | Sell |
3,527
-1,576
| -31% | -$94.7K | 0.12% | 155 |
|
|
2022
Q2 | $325K | Hold |
5,103
| – | – | 0.18% | 112 |
|
|
2022
Q1 | $381K | Sell |
5,103
-329
| -6% | -$24.6K | 0.18% | 106 |
|
|
2021
Q4 | $413K | Hold |
5,432
| – | – | 0.2% | 94 |
|
|
2021
Q3 | $398K | Buy |
5,432
+1,576
| +41% | +$115K | 0.22% | 91 |
|
|
2021
Q2 | $286K | Hold |
3,856
| – | – | 0.16% | 114 |
|
|
2021
Q1 | $267K | Hold |
3,856
| – | – | 0.16% | 110 |
|
|
2020
Q4 | $239K | Sell |
3,856
-57
| -1% | -$3.53K | 0.15% | 113 |
|
|
2020
Q3 | $214K | Hold |
3,913
| – | – | 0.12% | 114 |
|
|
2020
Q2 | $204K | Sell |
3,913
-746
| -16% | -$38.9K | 0.12% | 121 |
|
|
2020
Q1 | $204K | Buy |
4,659
+1,897
| +69% | +$83.1K | 0.13% | 104 |
|
|
2019
Q4 | $139K | Buy |
2,762
+2,286
| +480% | +$115K | 0.07% | 138 |
|
|
2019
Q3 | $24K | Hold |
476
| – | – | 0.01% | 321 |
|
|
2019
Q2 | $23K | Hold |
476
| – | – | 0.01% | 324 |
|
|
2019
Q1 | $22K | Buy |
+476
| New | +$22K | 0.01% | 708 |
|