BWM
BCS 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 | $1.55M | Sell |
16,538
-3,007
| -15% | -$282K | 0.33% | 67 |
|
|
2025
Q1 | $1.72M | Sell |
19,545
-1,550
| -7% | -$136K | 0.44% | 58 |
|
|
2024
Q4 | $1.96M | Sell |
21,095
-6,424
| -23% | -$596K | 0.49% | 52 |
|
|
2024
Q3 | $2.67M | Sell |
27,519
-608
| -2% | -$58.9K | 1.13% | 25 |
|
|
2024
Q2 | $2.44M | Buy |
28,127
+6
| +0% | +$520 | 1.19% | 23 |
|
|
2024
Q1 | $2.53M | Sell |
28,121
-329
| -1% | -$29.6K | 0.81% | 31 |
|
|
2023
Q4 | $2.42M | Buy |
28,450
+965
| +4% | +$81.9K | 0.89% | 27 |
|
|
2023
Q3 | $2.08M | Buy |
27,485
+2,767
| +11% | +$210K | 0.87% | 30 |
|
|
2023
Q2 | $1.97M | Buy |
24,718
+1,426
| +6% | +$114K | 1.44% | 20 |
|
|
2023
Q1 | $1.72M | Sell |
23,292
-1,881
| -7% | -$139K | 0.78% | 34 |
|
|
2022
Q4 | $1.63M | Buy |
25,173
+606
| +2% | +$39.3K | 0.68% | 35 |
|
|
2022
Q3 | $1.47M | Buy |
24,567
+1,742
| +8% | +$105K | 0.69% | 34 |
|
|
2022
Q2 | $1.46M | Buy |
22,825
+844
| +4% | +$53.8K | 0.65% | 37 |
|
|
2022
Q1 | $1.64M | Buy |
21,981
+154
| +0.7% | +$11.5K | 0.68% | 35 |
|
|
2021
Q4 | $1.66M | Buy |
21,827
+1,373
| +7% | +$104K | 0.6% | 39 |
|
|
2021
Q3 | $1.5M | Buy |
20,454
+916
| +5% | +$67.1K | 0.64% | 36 |
|
|
2021
Q2 | $1.45M | Buy |
19,538
+579
| +3% | +$42.9K | 0.77% | 29 |
|
|
2021
Q1 | $1.31M | Buy |
18,959
+4,939
| +35% | +$342K | 0.62% | 34 |
|
|
2020
Q4 | $869K | Buy |
14,020
+1,948
| +16% | +$121K | 0.45% | 51 |
|
|
2020
Q3 | $659K | Buy |
12,072
+2,428
| +25% | +$133K | 0.37% | 56 |
|
|
2020
Q2 | $504K | Buy |
9,644
+4,942
| +105% | +$258K | 0.3% | 68 |
|
|
2020
Q1 | $206K | Buy |
+4,702
| New | +$206K | 0.14% | 100 |
|