YHB Investment Advisors’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 | $4.41M | Sell |
47,047
-6,238
| -12% | -$585K | 0.34% | 77 |
|
|
2025
Q1 | $4.69M | Buy |
53,285
+1,637
| +3% | +$144K | 0.39% | 71 |
|
|
2024
Q4 | $4.79M | Sell |
51,648
-6,276
| -11% | -$582K | 0.39% | 64 |
|
|
2024
Q3 | $5.62M | Sell |
57,924
-23,921
| -29% | -$2.32M | 0.47% | 51 |
|
|
2024
Q2 | $7.09M | Sell |
81,845
-17,847
| -18% | -$1.55M | 0.61% | 42 |
|
|
2024
Q1 | $8.96M | Buy |
99,692
+13,449
| +16% | +$1.21M | 0.79% | 34 |
|
|
2023
Q4 | $7.32M | Buy |
86,243
+15,424
| +22% | +$1.31M | 0.71% | 39 |
|
|
2023
Q3 | $5.37M | Buy |
70,819
+27,818
| +65% | +$2.11M | 0.5% | 58 |
|
|
2023
Q2 | $3.43M | Buy |
43,001
+25,188
| +141% | +$2.01M | 0.32% | 84 |
|
|
2023
Q1 | $1.32M | Buy |
17,813
+3,651
| +26% | +$270K | 0.13% | 134 |
|
|
2022
Q4 | $919K | Buy |
14,162
+1,967
| +16% | +$128K | 0.1% | 147 |
|
|
2022
Q3 | $732K | Buy |
12,195
+4,594
| +60% | +$276K | 0.08% | 162 |
|
|
2022
Q2 | $484K | Buy |
+7,601
| New | +$484K | 0.05% | 188 |
|