AWS
Aspen Wealth Strategies’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Sell |
186,319
-3,917
| -2% | -$367K | 10.54% | 4 |
|
|
2025
Q1 | $16.7M | Sell |
190,236
-28,161
| -13% | -$2.48M | 10.97% | 3 |
|
|
2024
Q4 | $20.3M | Sell |
218,397
-6,621
| -3% | -$614K | 12.95% | 2 |
|
|
2024
Q3 | $21.8M | Buy |
225,018
+10,049
| +5% | +$974K | 14.05% | 1 |
|
|
2024
Q2 | $19.3M | Buy |
214,969
+2,221
| +1% | +$199K | 13.39% | 1 |
|
|
2024
Q1 | $19.1M | Buy |
212,748
+8,419
| +4% | +$757K | 13.21% | 1 |
|
|
2023
Q4 | $17.3M | Buy |
204,329
+193,710
| +1,824% | +$16.4M | 12.61% | 2 |
|
|
2023
Q3 | $805K | Buy |
10,619
+988
| +10% | +$74.9K | 0.63% | 28 |
|
|
2023
Q2 | $768K | Buy |
9,631
+695
| +8% | +$55.5K | 0.58% | 29 |
|
|
2023
Q1 | $660K | Sell |
8,936
-131
| -1% | -$9.67K | 0.51% | 26 |
|
|
2022
Q4 | $589K | Buy |
+9,067
| New | +$589K | 0.47% | 29 |
|