ARQ 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 | $919K | Hold |
10,438
| – | – | 0.32% | 57 |
|
|
2025
Q1 | $919K | Buy |
10,438
+2,131
| +26% | +$188K | 0.34% | 52 |
|
|
2024
Q4 | $770K | Buy |
8,307
+278
| +3% | +$25.8K | 0.29% | 56 |
|
|
2024
Q3 | $765K | Buy |
8,029
+670
| +9% | +$63.9K | 0.29% | 50 |
|
|
2024
Q2 | $637K | Buy |
7,359
+806
| +12% | +$69.8K | 0.28% | 51 |
|
|
2024
Q1 | $589K | Buy |
6,553
+674
| +11% | +$60.6K | 0.26% | 54 |
|
|
2023
Q4 | $499K | Buy |
5,879
+1,537
| +35% | +$130K | 0.3% | 42 |
|
|
2023
Q3 | $329K | Buy |
+4,342
| New | +$329K | 0.25% | 46 |
|