Benjamin Edwards Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,738
| Closed | -$1.56M | – | 1187 |
|
|
2025
Q1 | $1.56M | Sell |
17,738
-5,952
| -25% | -$524K | 0.02% | 478 |
|
|
2024
Q4 | $2.2M | Buy |
23,690
+894
| +4% | +$83K | 0.03% | 418 |
|
|
2024
Q3 | $2.21M | Buy |
22,796
+15,189
| +200% | +$1.47M | 0.03% | 414 |
|
|
2024
Q2 | $659K | Sell |
7,607
-104
| -1% | -$9.01K | 0.13% | 175 |
|
|
2024
Q1 | $693K | Buy |
7,711
+103
| +1% | +$9.26K | 0.14% | 172 |
|
|
2023
Q4 | $646K | Sell |
7,608
-197
| -3% | -$16.7K | 0.14% | 169 |
|
|
2023
Q3 | $592K | Buy |
7,805
+4,497
| +136% | +$341K | 0.14% | 163 |
|
|
2023
Q2 | $264K | Buy |
3,308
+165
| +5% | +$13.2K | 0.06% | 241 |
|
|
2023
Q1 | $232K | Sell |
3,143
-58
| -2% | -$4.28K | 0.06% | 249 |
|
|
2022
Q4 | $208K | Buy |
3,201
+83
| +3% | +$5.39K | 0.05% | 254 |
|
|
2022
Q3 | $187K | Buy |
+3,118
| New | +$187K | 0.06% | 259 |
|