Ameliora Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,750
| Closed | -$154K | – | 232 |
|
|
2025
Q1 | $154K | Sell |
1,750
-1,500
| -46% | -$132K | 0.06% | 112 |
|
|
2024
Q4 | $301K | Hold |
3,250
| – | – | 0.11% | 81 |
|
|
2024
Q3 | $315K | Hold |
3,250
| – | – | 0.13% | 65 |
|
|
2024
Q2 | $281K | Hold |
3,250
| – | – | 0.13% | 72 |
|
|
2024
Q1 | $292K | Buy |
+3,250
| New | +$292K | 0.13% | 75 |
|