Cherry Tree Wealth Management’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 | $19.6K | Hold |
209
| – | – | ﹤0.01% | 345 |
|
|
2025
Q1 | $18.4K | Hold |
209
| – | – | ﹤0.01% | 361 |
|
|
2024
Q4 | $19.4K | Hold |
209
| – | – | ﹤0.01% | 342 |
|
|
2024
Q3 | $20.3K | Hold |
209
| – | – | ﹤0.01% | 344 |
|
|
2024
Q2 | $18.1K | Hold |
209
| – | – | ﹤0.01% | 339 |
|
|
2024
Q1 | $18.8K | Hold |
209
| – | – | ﹤0.01% | 320 |
|
|
2023
Q4 | $17.7K | Hold |
209
| – | – | ﹤0.01% | 314 |
|
|
2023
Q3 | $15.9K | Sell |
209
-125
| -37% | -$9.48K | ﹤0.01% | 304 |
|
|
2023
Q2 | $26.7K | Buy |
+334
| New | +$26.7K | 0.01% | 271 |
|