Boomfish Wealth 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 | $7.57M | Sell |
80,708
-3,269
| -4% | -$307K | 4.37% | 2 |
|
|
2025
Q1 | $7.39M | Sell |
83,977
-4,132
| -5% | -$364K | 4.8% | 2 |
|
|
2024
Q4 | $8.17M | Buy |
88,109
+685
| +0.8% | +$63.5K | 4.96% | 2 |
|
|
2024
Q3 | $8.48M | Buy |
87,424
+2,518
| +3% | +$244K | 5.2% | 1 |
|
|
2024
Q2 | $7.35M | Buy |
84,906
+5,310
| +7% | +$460K | 4.75% | 2 |
|
|
2024
Q1 | $7.16M | Sell |
79,596
-541
| -0.7% | -$48.6K | 4.81% | 1 |
|
|
2023
Q4 | $6.8M | Buy |
+80,137
| New | +$6.8M | 4.91% | 1 |
|