Andesa Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.04M | Buy |
55,166
+30,098
| +120% | +$1.11M | 1.04% | 41 |
|
|
2022
Q4 | $1.63M | Sell |
25,068
-13,072
| -34% | -$849K | 0.89% | 41 |
|
|
2022
Q3 | $2.29M | Buy |
38,140
+17,070
| +81% | +$1.02M | 0.8% | 45 |
|
|
2022
Q2 | $1.34M | Buy |
21,070
+15,500
| +278% | +$988K | 0.85% | 39 |
|
|
2022
Q1 | $415K | Sell |
5,570
-620
| -10% | -$46.2K | 0.22% | 95 |
|
|
2021
Q4 | $471K | Buy |
6,190
+2,325
| +60% | +$177K | 0.23% | 95 |
|
|
2021
Q3 | $284K | Buy |
+3,865
| New | +$284K | 0.15% | 111 |
|