9258 Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.38M | Sell |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.29M | Hold |
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|
2021
Q2 | $1.3M | Hold |
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|
2021
Q1 | $1.22M | Hold |
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|
2020
Q4 | $1.09M | Hold |
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|
2020
Q3 | $935K | Sell |
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|
2020
Q2 | $945K | Hold |
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|
2020
Q1 | $881K | Sell |
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|
2019
Q4 | $1.06M | Buy |
|