Clearstead Trust’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 | $28.2K | Hold |
301
| – | – | 0.01% | 371 |
|
|
2025
Q1 | $26.5K | Sell |
301
-200
| -40% | -$17.6K | 0.01% | 324 |
|
|
2024
Q4 | $46.5K | Hold |
501
| – | – | 0.01% | 265 |
|
|
2024
Q3 | $48.6K | Hold |
501
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $43.4K | Hold |
501
| – | – | 0.01% | 247 |
|
|
2024
Q1 | $45K | Buy |
+501
| New | +$45K | 0.01% | 248 |
|