Burt Wealth Advisors’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
Q1 | – | Sell |
-2,482
| Closed | -$230K | – | 113 |
|
|
2024
Q4 | $230K | Buy |
2,482
+6
| +0.2% | +$556 | 0.06% | 108 |
|
|
2024
Q3 | $240K | Sell |
2,476
-289
| -10% | -$28K | 0.06% | 108 |
|
|
2024
Q2 | $239K | Hold |
2,765
| – | – | 0.06% | 101 |
|
|
2024
Q1 | $249K | Hold |
2,765
| – | – | 0.06% | 107 |
|
|
2023
Q4 | $235K | Buy |
2,765
+4
| +0.1% | +$339 | 0.07% | 102 |
|
|
2023
Q3 | $209K | Buy |
2,761
+119
| +5% | +$9.03K | 0.06% | 95 |
|
|
2023
Q2 | $211K | Buy |
+2,642
| New | +$211K | 0.06% | 104 |
|