CB
Chris Bulman’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 | – | Sell |
-29,818
| Closed | -$2.62M | – | 133 |
|
2025
Q1 | $2.62M | Sell |
29,818
-2,060
| -6% | -$181K | 1.66% | 15 |
|
2024
Q4 | $2.96M | Sell |
31,878
-7,280
| -19% | -$675K | 1.89% | 12 |
|
2024
Q3 | $3.8M | Buy |
39,158
+2,702
| +7% | +$262K | 2.58% | 10 |
|
2024
Q2 | $3.16M | Buy |
+36,456
| New | +$3.16M | 2.16% | 10 |
|