Clearstead Advisors’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 | $56.3K | Hold |
600
| – | – | ﹤0.01% | 1249 |
|
|
2025
Q1 | $52.8K | Hold |
600
| – | – | ﹤0.01% | 1158 |
|
|
2024
Q4 | $55.6K | Hold |
600
| – | – | ﹤0.01% | 1137 |
|
|
2024
Q3 | $58.2K | Hold |
600
| – | – | ﹤0.01% | 1170 |
|
|
2024
Q2 | $52K | Buy |
600
+500
| +500% | +$43.3K | ﹤0.01% | 1151 |
|
|
2024
Q1 | $8.84K | Buy |
+100
| New | +$8.84K | ﹤0.01% | 1075 |
|