Clare Market Investments’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 | $232K | Sell |
2,478
-35
| -1% | -$3.28K | 0.05% | 130 |
|
|
2025
Q1 | $221K | Sell |
2,513
-65
| -3% | -$5.72K | 0.06% | 123 |
|
|
2024
Q4 | $239K | Buy |
2,578
+1
| +0% | +$93 | 0.06% | 130 |
|
|
2024
Q3 | $250K | Sell |
2,577
-100
| -4% | -$9.69K | 0.07% | 132 |
|
|
2024
Q2 | $232K | Sell |
2,677
-225
| -8% | -$19.5K | 0.06% | 128 |
|
|
2024
Q1 | $261K | Hold |
2,902
| – | – | 0.08% | 127 |
|
|
2023
Q4 | $246K | Sell |
2,902
-24
| -0.8% | -$2.04K | 0.09% | 121 |
|
|
2023
Q3 | $222K | Hold |
2,926
| – | – | 0.09% | 114 |
|
|
2023
Q2 | $233K | Sell |
2,926
-50
| -2% | -$3.99K | 0.09% | 116 |
|
|
2023
Q1 | $220K | Sell |
2,976
-8,725
| -75% | -$644K | 0.09% | 108 |
|
|
2022
Q4 | $760K | Sell |
11,701
-1,449
| -11% | -$94.1K | 0.36% | 43 |
|
|
2022
Q3 | $789K | Buy |
13,150
+4,025
| +44% | +$241K | 0.34% | 44 |
|
|
2022
Q2 | $582K | Buy |
+9,125
| New | +$582K | 0.25% | 54 |
|