Commonwealth Financial Services’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 | $724K | Buy |
7,724
+2,955
| +62% | +$277K | 0.14% | 89 |
|
|
2025
Q1 | $420K | Sell |
4,769
-164
| -3% | -$14.4K | 0.09% | 122 |
|
|
2024
Q4 | $457K | Buy |
4,933
+348
| +8% | +$32.3K | 0.09% | 109 |
|
|
2024
Q3 | $441K | Sell |
4,585
-59
| -1% | -$5.67K | 0.09% | 111 |
|
|
2024
Q2 | $400K | Buy |
4,644
+260
| +6% | +$22.4K | 0.08% | 110 |
|
|
2024
Q1 | $372K | Hold |
4,384
| – | – | 0.09% | 114 |
|
|
2023
Q4 | $372K | Sell |
4,384
-802
| -15% | -$68.1K | 0.09% | 112 |
|
|
2023
Q3 | $393K | Buy |
+5,186
| New | +$393K | 0.12% | 111 |
|