ARETE WEALTH ADVISORS, LLC – VanEck Morningstar Wide Moat ETF Transaction History
ARETE WEALTH ADVISORS, LLC portfolio value:
$956,000
portfolio value
ARETE WEALTH ADVISORS, LLC quarter portfolio value change:
-5.87%
quarter
VanEck Morningstar Wide Moat ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.99% | -1.38K shares | -149K | $59.99 | 15.94K |
| Q2 2022 | share | Increase | +1.89% | 322 shares | -165K | $63.73 | 17.32K |
| Q1 2022 | share | Decrease | -4.31% | -765 shares | -84K | $74.7 | 17.00K |
| Q4 2021 | share | Increase | +3.30% | 568 shares | 94K | $76.27 | 17.76K |
| Q3 2021 | share | Decrease | -6.07% | -1.11K shares | 966K | $73.25 | 17.19K |
| Q2 2021 | share | Increase | +2.07% | 371 shares | -949K | $74.06 | 18.31K |
| Q1 2021 | share | Decrease | -6.39% | -1.22K shares | 65K | $69.28 | 17.94K |
| Q4 2020 | share | Increase | +138.12% | 11.11K shares | 737K | $62 | 19.16K |
| Q3 2020 | share | Increase | +33.53% | 2.02K shares | 126K | $53.8 | 8.04K |
| Q2 2020 | share | Increase | 0.00% | 6.02K shares | 315K | $51.47 | 6.02K |