CFP
Cascade Financial Partners’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 | $2.11M | Hold |
22,445
| – | – | 0.25% | 76 |
|
|
2025
Q1 | $1.98M | Sell |
22,445
-15,880
| -41% | -$1.4M | 0.25% | 73 |
|
|
2024
Q4 | $3.55M | Hold |
38,325
| – | – | 0.46% | 46 |
|
|
2024
Q3 | $3.71M | Hold |
38,325
| – | – | 0.46% | 42 |
|
|
2024
Q2 | $3.32M | Hold |
38,325
| – | – | 0.44% | 43 |
|
|
2024
Q1 | $3.28M | Buy |
+38,325
| New | +$3.28M | 0.47% | 44 |
|