Berger Financial Group’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 | $1.6M | Sell |
17,109
-709
| -4% | -$66.5K | 0.1% | 149 |
|
|
2025
Q1 | $1.57M | Sell |
17,818
-1,707
| -9% | -$150K | 0.11% | 146 |
|
|
2024
Q4 | $1.81M | Sell |
19,525
-2,023
| -9% | -$188K | 0.12% | 132 |
|
|
2024
Q3 | $2.09M | Sell |
21,548
-1,458
| -6% | -$141K | 0.15% | 118 |
|
|
2024
Q2 | $1.99M | Sell |
23,006
-3,704
| -14% | -$321K | 0.16% | 114 |
|
|
2024
Q1 | $2.4M | Buy |
26,710
+21,658
| +429% | +$1.95M | 0.2% | 107 |
|
|
2023
Q4 | $429K | Buy |
+5,052
| New | +$429K | 0.04% | 180 |
|