Bard Financial Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $28.1M | Sell |
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|
2023
Q1 | $26.2M | Sell |
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|
2022
Q4 | $23.8M | Sell |
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|
2022
Q3 | $22.2M | Buy |
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|
2022
Q2 | $23M | Sell |
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|
2022
Q1 | $27.9M | Buy |
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|
2021
Q4 | $26.3M | Buy |
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|
2021
Q3 | $24.5M | Buy |
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|
2021
Q2 | $22.7M | Buy |
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|
2021
Q1 | $19M | Buy |
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|
2020
Q4 | $13.8M | Buy |
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