Arkadios Wealth Advisors’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 | $407K | Buy |
4,342
+303
| +8% | +$28.4K | 0.01% | 914 |
|
|
2025
Q1 | $355K | Buy |
4,039
+1,150
| +40% | +$101K | 0.01% | 832 |
|
|
2024
Q4 | $268K | Sell |
2,889
-57
| -2% | -$5.29K | 0.01% | 757 |
|
|
2024
Q3 | $286K | Sell |
2,946
-210
| -7% | -$20.4K | 0.02% | 725 |
|
|
2024
Q2 | $273K | Buy |
+3,156
| New | +$273K | 0.02% | 661 |
|
|
2021
Q3 | – | Sell |
-334
| Closed | -$24K | – | 1984 |
|
|
2021
Q2 | $24K | Hold |
334
| – | – | ﹤0.01% | 1205 |
|
|
2021
Q1 | $23K | Hold |
334
| – | – | ﹤0.01% | 936 |
|
|
2020
Q4 | $20K | Buy |
+334
| New | +$20K | ﹤0.01% | 755 |
|