9WM
9258 Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.38M | Sell |
24,573
-391
| -2% | -$37.9K | 0.35% | 56 |
|
|
2024
Q2 | $2.16M | Buy |
24,964
+1,250
| +5% | +$108K | 0.33% | 59 |
|
|
2024
Q1 | $2.13M | Buy |
23,714
+1,697
| +8% | +$153K | 0.33% | 60 |
|
|
2023
Q4 | $1.87M | Buy |
22,017
+965
| +5% | +$81.9K | 0.33% | 63 |
|
|
2023
Q3 | $1.6M | Buy |
21,052
+2,580
| +14% | +$196K | 0.31% | 64 |
|
|
2023
Q2 | $1.47M | Buy |
18,472
+202
| +1% | +$16.1K | 0.28% | 71 |
|
|
2023
Q1 | $1.35M | Sell |
18,270
-741
| -4% | -$54.7K | 0.27% | 75 |
|
|
2022
Q4 | $1.23M | Sell |
19,011
-320
| -2% | -$20.8K | 0.27% | 81 |
|
|
2022
Q3 | $1.16M | Sell |
19,331
-2,916
| -13% | -$175K | 0.3% | 75 |
|
|
2022
Q2 | $1.42M | Sell |
22,247
-3,492
| -14% | -$223K | 0.36% | 65 |
|
|
2022
Q1 | $1.92M | Buy |
25,739
+36
| +0.1% | +$2.69K | 0.45% | 43 |
|
|
2021
Q4 | $1.96M | Buy |
25,703
+8,103
| +46% | +$617K | 0.45% | 39 |
|
|
2021
Q3 | $1.29M | Hold |
17,600
| – | – | 0.34% | 60 |
|
|
2021
Q2 | $1.3M | Hold |
17,600
| – | – | 0.35% | 57 |
|
|
2021
Q1 | $1.22M | Hold |
17,600
| – | – | 0.37% | 59 |
|
|
2020
Q4 | $1.09M | Hold |
17,600
| – | – | 0.36% | 61 |
|
|
2020
Q3 | $935K | Sell |
17,600
-500
| -3% | -$26.6K | 0.35% | 66 |
|
|
2020
Q2 | $945K | Hold |
18,100
| – | – | 0.38% | 67 |
|
|
2020
Q1 | $881K | Sell |
18,100
-1,225
| -6% | -$59.6K | 0.39% | 65 |
|
|
2019
Q4 | $1.06M | Buy |
+19,325
| New | +$1.06M | 0.39% | 65 |
|