BFA
Beaumont Financial Advisors’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 | $7.91M | Sell |
84,357
-184,773
| -69% | -$17.3M | 0.57% | 42 |
|
|
2025
Q1 | $23.7M | Sell |
269,130
-4,849
| -2% | -$427K | 1.86% | 14 |
|
|
2024
Q4 | $25.4M | Sell |
273,979
-31,730
| -10% | -$2.94M | 1.91% | 15 |
|
|
2024
Q3 | $29.6M | Buy |
305,709
+1,960
| +0.6% | +$190K | 2.32% | 8 |
|
|
2024
Q2 | $26.3M | Sell |
303,749
-4,123
| -1% | -$357K | 2.1% | 9 |
|
|
2024
Q1 | $27.7M | Buy |
307,872
+68,986
| +29% | +$6.2M | 2.28% | 10 |
|
|
2023
Q4 | $20.3M | Buy |
238,886
+60,133
| +34% | +$5.1M | 1.85% | 19 |
|
|
2023
Q3 | $13.6M | Sell |
178,753
-4,543
| -2% | -$345K | 1.35% | 22 |
|
|
2023
Q2 | $14.6M | Buy |
+183,296
| New | +$14.6M | 1.35% | 23 |
|