CIBC Private Wealth Group’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 | $1.64M | Buy |
17,494
+1,834
| +12% | +$172K | ﹤0.01% | 585 |
|
|
2025
Q1 | $1.2M | Buy |
15,660
+22
| +0.1% | +$1.68K | ﹤0.01% | 620 |
|
|
2024
Q4 | $1.45M | Sell |
15,638
-835
| -5% | -$77.2K | ﹤0.01% | 625 |
|
|
2024
Q3 | $1.6M | Buy |
16,473
+1,250
| +8% | +$121K | ﹤0.01% | 599 |
|
|
2024
Q2 | $1.31M | Hold |
15,223
| – | – | ﹤0.01% | 609 |
|
|
2024
Q1 | $1.36M | Sell |
15,223
-18
| -0.1% | -$1.61K | ﹤0.01% | 604 |
|
|
2023
Q4 | $1.29M | Hold |
15,241
| – | – | ﹤0.01% | 585 |
|
|
2023
Q3 | $1.16M | Buy |
15,241
+18
| +0.1% | +$1.37K | ﹤0.01% | 579 |
|
|
2023
Q2 | $1.21M | Buy |
+15,223
| New | +$1.21M | ﹤0.01% | 566 |
|
|
2023
Q1 | – | Sell |
-3,283
| Closed | -$213K | – | 916 |
|
|
2022
Q4 | $213K | Buy |
+3,283
| New | +$213K | ﹤0.01% | 720 |
|