Castle Rock Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Hold |
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|
2025
Q2 | $960K | Sell |
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|
2025
Q1 | $947K | Hold |
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|
2024
Q4 | $990K | Sell |
|
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $2.12M | Sell |
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|
2024
Q1 | $2.1M | Buy |
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|
2023
Q4 | $2.01M | Buy |
|
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $859K | Sell |
|
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|
2023
Q1 | $820K | Sell |
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|
2022
Q4 | $815K | Sell |
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|
2022
Q3 | $677K | Sell |
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|
2022
Q2 | $759K | Sell |
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|
2022
Q1 | $849K | Sell |
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|
2021
Q4 | $847K | Sell |
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|
2021
Q3 | $2.91M | Buy |
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|
2021
Q2 | $2.73M | Buy |
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|
2021
Q1 | $1.74M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $540K | Sell |
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|
2020
Q2 | $681K | Buy |
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|
2020
Q1 | $512K | Sell |
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|
2019
Q4 | $721K | Buy |
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|
2019
Q3 | $640K | Buy |
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|
2019
Q2 | $216K | Buy |
|