Zurich Insurance Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-7,748
| Closed | -$744K | – | 251 |
|
2024
Q3 | $744K | Hold |
7,748
| – | – | 0.01% | 210 |
|
2024
Q2 | $682K | Sell |
7,748
-135,421
| -95% | -$11.9M | 0.01% | 225 |
|
2024
Q1 | $12.6M | Hold |
143,169
| – | – | 0.12% | 117 |
|
2023
Q4 | $12M | Buy |
143,169
+1,639
| +1% | +$137K | 0.12% | 121 |
|
2023
Q3 | $10.6M | Hold |
141,530
| – | – | 0.11% | 121 |
|
2023
Q2 | $11.6M | Buy |
141,530
+30,501
| +27% | +$2.49M | 0.12% | 105 |
|
2023
Q1 | $8.1M | Hold |
111,029
| – | – | 0.1% | 112 |
|
2022
Q4 | $6.59M | Sell |
111,029
-9,625
| -8% | -$572K | 0.09% | 99 |
|
2022
Q3 | $7.17M | Sell |
120,654
-52,530
| -30% | -$3.12M | 0.11% | 96 |
|
2022
Q2 | $11M | Buy |
173,184
+47,470
| +38% | +$3.03M | 0.16% | 105 |
|
2022
Q1 | $9.39M | Sell |
125,714
-2,927
| -2% | -$219K | 0.12% | 89 |
|
2021
Q4 | $9.81M | Sell |
128,641
-3,878
| -3% | -$296K | 0.11% | 78 |
|
2021
Q3 | $9.57M | Sell |
132,519
-2,997
| -2% | -$217K | 0.11% | 85 |
|
2021
Q2 | $9.79M | Buy |
135,516
+2,060
| +2% | +$149K | 0.12% | 87 |
|
2021
Q1 | $9.64M | Buy |
133,456
+540
| +0.4% | +$39K | 0.14% | 72 |
|
2020
Q4 | $8.5M | Buy |
132,916
+14,338
| +12% | +$917K | 0.13% | 76 |
|
2020
Q3 | $6.47M | Sell |
118,578
-6,385
| -5% | -$349K | 0.11% | 70 |
|
2020
Q2 | $5.51M | Buy |
124,963
+22,915
| +22% | +$1.01M | 0.09% | 74 |
|
2020
Q1 | $4.5M | Buy |
102,048
+11,710
| +13% | +$517K | 0.1% | 81 |
|
2019
Q4 | $4.97M | Buy |
90,338
+86,338
| +2,158% | +$4.75M | 0.09% | 112 |
|
2019
Q3 | $201K | Buy |
+4,000
| New | +$201K | ﹤0.01% | 481 |
|