Carolinas Wealth Consulting’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
2024
Q3
Sell
-30
Closed -$2.6K 1080
2024
Q2
$2.6K Sell
30
-1,544
-98% -$134K ﹤0.01% 751
2024
Q1
$142K Hold
1,574
0.03% 217
2023
Q4
$134K Buy
1,574
+30
+2% +$2.55K 0.03% 198
2023
Q3
$112K Buy
+1,544
New +$112K 0.03% 204