Wimmer Associates 1’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 | $5.94M | Sell |
63,329
-1,084
| -2% | -$102K | 3.04% | 11 |
|
|
2025
Q1 | $5.85M | Sell |
64,413
-6,362
| -9% | -$578K | 3.09% | 10 |
|
|
2024
Q4 | $6.56M | Sell |
70,775
-1,331
| -2% | -$123K | 3.24% | 8 |
|
|
2024
Q3 | $6.99M | Buy |
72,106
+25
| +0% | +$2.42K | 3.42% | 6 |
|
|
2024
Q2 | $6.24M | Buy |
72,081
+4,821
| +7% | +$418K | 3.2% | 8 |
|
|
2024
Q1 | $6.05M | Sell |
67,260
-860
| -1% | -$77.3K | 3.18% | 8 |
|
|
2023
Q4 | $5.78M | Buy |
68,120
+4,478
| +7% | +$380K | 3.26% | 6 |
|
|
2023
Q3 | $4.83M | Sell |
63,642
-337
| -0.5% | -$25.6K | 3.01% | 8 |
|
|
2023
Q2 | $5.1M | Buy |
63,979
+360
| +0.6% | +$28.7K | 3.07% | 6 |
|
|
2023
Q1 | $4.71M | Buy |
63,619
+3,315
| +5% | +$245K | 3.01% | 7 |
|
|
2022
Q4 | $3.91M | Buy |
60,304
+5,432
| +10% | +$353K | 2.58% | 8 |
|
|
2022
Q3 | $3.51M | Buy |
54,872
+823
| +2% | +$52.7K | 2.32% | 11 |
|
|
2022
Q2 | $3.45M | Buy |
54,049
+6,445
| +14% | +$411K | 2.25% | 12 |
|
|
2022
Q1 | $3.56M | Buy |
47,604
+6,645
| +16% | +$496K | 1.98% | 13 |
|
|
2021
Q4 | $3.12M | Buy |
40,959
+5,908
| +17% | +$450K | 1.67% | 16 |
|
|
2021
Q3 | $2.57M | Buy |
35,051
+9,205
| +36% | +$674K | 1.52% | 20 |
|
|
2021
Q2 | $1.91M | Buy |
25,846
+6,305
| +32% | +$467K | 1.12% | 29 |
|
|
2021
Q1 | $1.35M | Buy |
19,541
+1,050
| +6% | +$72.8K | 0.74% | 40 |
|
|
2020
Q4 | $1.15M | Sell |
18,491
-400
| -2% | -$24.8K | 0.68% | 41 |
|
|
2020
Q3 | $1.03M | Buy |
18,891
+3,265
| +21% | +$178K | 0.69% | 42 |
|
|
2020
Q2 | $864K | Buy |
15,626
+6,941
| +80% | +$384K | 0.67% | 41 |
|
|
2020
Q1 | $380K | Buy |
8,685
+4,640
| +115% | +$203K | 0.35% | 67 |
|
|
2019
Q4 | $222K | Buy |
+4,045
| New | +$222K | 0.18% | 100 |
|