WhitTier Trust Company’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 | $1.15M | Hold |
12,295
| – | – | 0.03% | 301 |
|
|
2025
Q1 | $1.08M | Hold |
12,295
| – | – | 0.03% | 291 |
|
|
2024
Q4 | $1.14M | Hold |
12,295
| – | – | 0.03% | 280 |
|
|
2024
Q3 | $1.19M | Hold |
12,295
| – | – | 0.03% | 275 |
|
|
2024
Q2 | $1.06M | Hold |
12,295
| – | – | 0.03% | 276 |
|
|
2024
Q1 | $1.11M | Hold |
12,295
| – | – | 0.03% | 272 |
|
|
2023
Q4 | $1.04M | Hold |
12,295
| – | – | 0.03% | 275 |
|
|
2023
Q3 | $932K | Hold |
12,295
| – | – | 0.03% | 283 |
|
|
2023
Q2 | $981K | Hold |
12,295
| – | – | 0.03% | 283 |
|
|
2023
Q1 | $908K | Hold |
12,295
| – | – | 0.03% | 285 |
|
|
2022
Q4 | $798K | Hold |
12,295
| – | – | 0.03% | 300 |
|
|
2022
Q3 | $738K | Hold |
12,295
| – | – | 0.03% | 298 |
|
|
2022
Q2 | $783K | Hold |
12,295
| – | – | 0.03% | 294 |
|
|
2022
Q1 | $918K | Hold |
12,295
| – | – | 0.03% | 291 |
|
|
2021
Q4 | $936K | Hold |
12,295
| – | – | 0.03% | 281 |
|
|
2021
Q3 | $901K | Hold |
12,295
| – | – | 0.04% | 280 |
|
|
2021
Q2 | $911K | Hold |
12,295
| – | – | 0.04% | 276 |
|
|
2021
Q1 | $852K | Sell |
12,295
-200
| -2% | -$13.9K | 0.04% | 272 |
|
|
2020
Q4 | $775K | Hold |
12,495
| – | – | 0.04% | 267 |
|
|
2020
Q3 | $682K | Hold |
12,495
| – | – | 0.04% | 265 |
|
|
2020
Q2 | $652K | Hold |
12,495
| – | – | 0.04% | 262 |
|
|
2020
Q1 | $546K | Sell |
12,495
-50
| -0.4% | -$2.19K | 0.04% | 259 |
|
|
2019
Q4 | $687K | Hold |
12,545
| – | – | 0.04% | 266 |
|
|
2019
Q3 | $629K | Hold |
12,545
| – | – | 0.04% | 263 |
|
|
2019
Q2 | $602K | Hold |
12,545
| – | – | 0.04% | 262 |
|
|
2019
Q1 | $585K | Hold |
12,545
| – | – | 0.04% | 261 |
|
|
2018
Q4 | $516K | Hold |
12,545
| – | – | 0.04% | 262 |
|
|
2018
Q3 | $586K | Hold |
12,545
| – | – | 0.04% | 254 |
|
|
2018
Q2 | $546K | Sell |
12,545
-450
| -3% | -$19.6K | 0.04% | 256 |
|
|
2018
Q1 | $539K | Sell |
12,995
-150
| -1% | -$6.22K | 0.04% | 253 |
|
|
2017
Q4 | $558K | Hold |
13,145
| – | – | 0.05% | 246 |
|
|
2017
Q3 | $530K | Hold |
13,145
| – | – | 0.05% | 247 |
|
|
2017
Q2 | $520K | Hold |
13,145
| – | – | 0.05% | 248 |
|
|
2017
Q1 | $493K | Hold |
13,145
| – | – | 0.05% | 249 |
|
|
2016
Q4 | $458K | Hold |
13,145
| – | – | 0.05% | 242 |
|
|
2016
Q3 | $448K | Hold |
13,145
| – | – | 0.05% | 245 |
|
|
2016
Q2 | $427K | Sell |
13,145
-150
| -1% | -$4.87K | 0.05% | 252 |
|
|
2016
Q1 | $409K | Hold |
13,295
| – | – | 0.05% | 250 |
|
|
2015
Q4 | $384K | Hold |
13,295
| – | – | 0.05% | 262 |
|
|
2015
Q3 | $371K | Hold |
13,295
| – | – | 0.05% | 271 |
|
|
2015
Q2 | $408K | Sell |
13,295
-330
| -2% | -$10.1K | 0.05% | 275 |
|
|
2015
Q1 | $413K | Sell |
13,625
-4,125
| -23% | -$125K | 0.05% | 274 |
|
|
2014
Q4 | $551K | Buy |
+17,750
| New | +$551K | 0.06% | 243 |
|