Atlas Wealth’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 | $3.01M | Sell |
31,486
-5,593
| -15% | -$534K | 1.1% | 29 |
|
|
2025
Q1 | $3.26M | Buy |
37,079
+4,881
| +15% | +$430K | 1.27% | 26 |
|
|
2024
Q4 | $2.99M | Buy |
32,198
+23,418
| +267% | +$2.17M | 1.13% | 26 |
|
|
2024
Q3 | $851K | Sell |
8,780
-8,436
| -49% | -$818K | 0.37% | 37 |
|
|
2024
Q2 | $1.48M | Buy |
17,216
+10,114
| +142% | +$872K | 0.17% | 88 |
|
|
2024
Q1 | $638K | Buy |
+7,102
| New | +$638K | 0.31% | 44 |
|