Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.47M | Sell |
97,632
-3,392
| -3% | -$329K | 5.09% | 6 |
|
|
2024
Q2 | $8.75M | Sell |
101,024
-1,576
| -2% | -$136K | 5.01% | 5 |
|
|
2024
Q1 | $9.22M | Buy |
102,600
+5,172
| +5% | +$465K | 5.57% | 2 |
|
|
2023
Q4 | $8.27M | Buy |
97,428
+6,844
| +8% | +$581K | 5.62% | 2 |
|
|
2023
Q3 | $6.87M | Buy |
90,584
+4,474
| +5% | +$339K | 5.22% | 3 |
|
|
2023
Q2 | $6.87M | Buy |
86,110
+49,725
| +137% | +$3.97M | 5.2% | 3 |
|
|
2023
Q1 | $2.69M | Buy |
36,385
+19,945
| +121% | +$1.47M | 2.18% | 15 |
|
|
2022
Q4 | $1.07M | Buy |
16,440
+15,850
| +2,686% | +$1.03M | 0.93% | 27 |
|
|
2022
Q3 | $35K | Hold |
590
| – | – | 0.03% | 119 |
|
|
2022
Q2 | $38K | Hold |
590
| – | – | 0.04% | 123 |
|
|
2022
Q1 | $44K | Sell |
590
-43
| -7% | -$3.21K | 0.03% | 125 |
|
|
2021
Q4 | $48K | Buy |
+633
| New | +$48K | 0.04% | 123 |
|