Axxcess Wealth Management’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 | $1.39M | Buy |
14,849
+2
| +0% | +$188 | 0.03% | 350 |
|
|
2025
Q1 | $1.31M | Sell |
14,847
-4,882
| -25% | -$430K | 0.03% | 333 |
|
|
2024
Q4 | $1.83M | Buy |
19,729
+15,441
| +360% | +$1.43M | 0.04% | 295 |
|
|
2024
Q3 | $416K | Buy |
4,288
+120
| +3% | +$11.6K | 0.01% | 595 |
|
|
2024
Q2 | $361K | Buy |
+4,168
| New | +$361K | 0.01% | 598 |
|