Aspiriant LLC’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
Q2
Sell
-13,415
Closed -$1.21M 314
2024
Q1
$1.21M Buy
13,415
+4,785
+55% +$430K 0.05% 133
2023
Q4
$732K Hold
8,630
0.03% 165
2023
Q3
$654K Buy
8,630
+3,875
+81% +$294K 0.03% 163
2023
Q2
$379K Buy
+4,755
New +$379K 0.02% 199