Blossom Wealth Management’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 | $475K | Buy |
5,063
+297
| +6% | +$27.9K | 0.84% | 34 |
|
|
2025
Q1 | $419K | Sell |
4,766
-171
| -3% | -$15K | 0.84% | 42 |
|
|
2024
Q4 | $458K | Buy |
4,937
+209
| +4% | +$19.4K | 0.88% | 35 |
|
|
2024
Q3 | $458K | Buy |
4,728
+239
| +5% | +$23.2K | 0.92% | 37 |
|
|
2024
Q2 | $389K | Buy |
4,489
+350
| +8% | +$30.3K | 0.85% | 39 |
|
|
2024
Q1 | $372K | Buy |
4,139
+262
| +7% | +$23.6K | 0.9% | 40 |
|
|
2023
Q4 | $329K | Buy |
+3,877
| New | +$329K | 0.89% | 44 |
|