CFCI
Comprehensive Financial Consultants Institutional’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 | $1.73M | Sell |
18,480
-483
| -3% | -$45.3K | 0.57% | 63 |
|
|
2025
Q1 | $1.67M | Sell |
18,963
-329
| -2% | -$29K | 0.59% | 63 |
|
|
2024
Q4 | $1.79M | Buy |
19,292
+123
| +0.6% | +$11.4K | 0.65% | 56 |
|
|
2024
Q3 | $1.86M | Sell |
19,169
-70
| -0.4% | -$6.79K | 0.68% | 55 |
|
|
2024
Q2 | $1.67M | Buy |
19,239
+651
| +4% | +$56.4K | 0.65% | 58 |
|
|
2024
Q1 | $1.67M | Sell |
18,588
-256
| -1% | -$23K | 0.69% | 56 |
|
|
2023
Q4 | $1.6M | Buy |
18,844
+1,290
| +7% | +$109K | 0.74% | 54 |
|
|
2023
Q3 | $1.33M | Buy |
+17,554
| New | +$1.33M | 0.7% | 57 |
|