Cape Investment Advisory’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 | $69.1K | Buy |
737
+268
| +57% | +$25.1K | 0.03% | 320 |
|
|
2025
Q1 | $41.3K | Sell |
469
-29
| -6% | -$2.55K | 0.02% | 364 |
|
|
2024
Q4 | $46.2K | Hold |
498
| – | – | 0.02% | 343 |
|
|
2024
Q3 | $48.3K | Buy |
498
+80
| +19% | +$7.76K | 0.02% | 324 |
|
|
2024
Q2 | $36.2K | Sell |
418
-103
| -20% | -$8.92K | 0.02% | 341 |
|
|
2024
Q1 | $46.8K | Buy |
521
+52
| +11% | +$4.68K | 0.02% | 315 |
|
|
2023
Q4 | $39.8K | Buy |
469
+227
| +94% | +$19.3K | 0.02% | 391 |
|
|
2023
Q3 | $18.4K | Sell |
242
-1
| -0.4% | -$76 | 0.01% | 455 |
|
|
2023
Q2 | $19.4K | Buy |
243
+22
| +10% | +$1.76K | 0.01% | 440 |
|
|
2023
Q1 | $16.3K | Buy |
+221
| New | +$16.3K | 0.01% | 456 |
|