1IA
1620 Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
8,094
+320
| +4% | +$30K | 0.54% | 51 |
|
|
2025
Q1 | $684K | Buy |
7,774
+683
| +10% | +$60.1K | 0.52% | 50 |
|
|
2024
Q4 | $658K | Buy |
7,091
+864
| +14% | +$80.1K | 0.5% | 55 |
|
|
2024
Q3 | $604K | Buy |
6,227
+1,204
| +24% | +$117K | 0.44% | 70 |
|
|
2024
Q2 | $435K | Buy |
5,023
+998
| +25% | +$86.4K | 0.33% | 92 |
|
|
2024
Q1 | $362K | Buy |
+4,025
| New | +$362K | 0.36% | 94 |
|