BAWC
Boyce & Associates Wealth Consulting’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 | $11.2M | Sell |
119,008
-13,188
| -10% | -$1.24M | 10.19% | 2 |
|
|
2025
Q1 | $11.6M | Sell |
132,196
-777
| -0.6% | -$68.3K | 11.63% | 2 |
|
|
2024
Q4 | $12.3M | Sell |
132,973
-2,415
| -2% | -$224K | 12.48% | 1 |
|
|
2024
Q3 | $13.1M | Buy |
135,388
+4,490
| +3% | +$435K | 13.64% | 1 |
|
|
2024
Q2 | $11.3M | Sell |
130,898
-1,782
| -1% | -$154K | 13.32% | 1 |
|
|
2024
Q1 | $11.9M | Buy |
132,680
+6,971
| +6% | +$627K | 15.4% | 1 |
|
|
2023
Q4 | $10.7M | Buy |
125,709
+4,571
| +4% | +$388K | 15.51% | 1 |
|
|
2023
Q3 | $9.19M | Buy |
121,138
+24,875
| +26% | +$1.89M | 15.3% | 1 |
|
|
2023
Q2 | $7.68M | Buy |
96,263
+33,128
| +52% | +$2.64M | 12.83% | 1 |
|
|
2023
Q1 | $4.6M | Sell |
63,135
-16,430
| -21% | -$1.2M | 8.23% | 3 |
|
|
2022
Q4 | $5.16M | Sell |
79,565
-1,798
| -2% | -$117K | 9.87% | 3 |
|
|
2022
Q3 | $4.88M | Sell |
81,363
-11,053
| -12% | -$663K | 10.05% | 2 |
|
|
2022
Q2 | $5.89M | Buy |
+92,416
| New | +$5.89M | 10.71% | 2 |
|