CWM
Collaborative Wealth Management’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 | $3.26M | Buy |
34,774
+317
| +0.9% | +$29.7K | 1.42% | 17 |
|
|
2025
Q1 | $3.03M | Sell |
34,457
-2,258
| -6% | -$199K | 1.42% | 19 |
|
|
2024
Q4 | $3.4M | Buy |
36,715
+506
| +1% | +$46.9K | 1.55% | 17 |
|
|
2024
Q3 | $3.51M | Sell |
36,209
-116
| -0.3% | -$11.2K | 1.59% | 17 |
|
|
2024
Q2 | $3.15M | Buy |
36,325
+1,635
| +5% | +$142K | 1.54% | 18 |
|
|
2024
Q1 | $3.12M | Buy |
34,690
+710
| +2% | +$63.8K | 1.56% | 18 |
|
|
2023
Q4 | $2.88M | Sell |
33,980
-1,777
| -5% | -$151K | 1.56% | 18 |
|
|
2023
Q3 | $2.71M | Buy |
35,757
+4,791
| +15% | +$363K | 1.62% | 17 |
|
|
2023
Q2 | $2.47M | Buy |
30,966
+1,890
| +7% | +$151K | 1.47% | 18 |
|
|
2023
Q1 | $2.15M | Buy |
29,076
+33
| +0.1% | +$2.44K | 1.35% | 20 |
|
|
2022
Q4 | $1.89M | Buy |
29,043
+3,635
| +14% | +$236K | 1.24% | 22 |
|
|
2022
Q3 | $1.52M | Buy |
25,408
+1,197
| +5% | +$71.8K | 1.08% | 28 |
|
|
2022
Q2 | $1.54M | Buy |
+24,211
| New | +$1.54M | 1.01% | 29 |
|
|
2021
Q4 | $1.61M | Buy |
+21,171
| New | +$1.61M | 0.88% | 29 |
|
|
2021
Q1 | $1.68M | Buy |
+22,543
| New | +$1.68M | 0.97% | 29 |
|