Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35,696
| Closed | -$2.32M | – | 490 |
|
|
2022
Q4 | $2.32M | Buy |
+35,696
| New | +$2.32M | 0.15% | 112 |
|
|
2021
Q1 | – | Sell |
-113,098
| Closed | -$7.01M | – | 376 |
|
|
2020
Q4 | $7.01M | Buy |
113,098
+6,740
| +6% | +$418K | 0.66% | 37 |
|
|
2020
Q3 | $5.81M | Buy |
106,358
+5,599
| +6% | +$306K | 0.66% | 37 |
|
|
2020
Q2 | $5.26M | Buy |
+100,759
| New | +$5.26M | 0.71% | 34 |
|