Concord Wealth Partners’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 | $17.5K | Sell |
187
-105
| -36% | -$9.85K | ﹤0.01% | 482 |
|
|
2025
Q1 | $25.7K | Sell |
292
-11,443
| -98% | -$1.01M | ﹤0.01% | 405 |
|
|
2024
Q4 | $1.09M | Buy |
11,735
+208
| +2% | +$19.3K | 0.18% | 103 |
|
|
2024
Q3 | $1.12M | Sell |
11,527
-2,764
| -19% | -$268K | 0.19% | 92 |
|
|
2024
Q2 | $1.24M | Buy |
14,291
+691
| +5% | +$59.8K | 0.22% | 91 |
|
|
2024
Q1 | $1.22M | Buy |
13,600
+1,305
| +11% | +$117K | 0.22% | 89 |
|
|
2023
Q4 | $1.04M | Buy |
12,295
+372
| +3% | +$31.6K | 0.21% | 91 |
|
|
2023
Q3 | $904K | Buy |
+11,923
| New | +$904K | 0.19% | 83 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$3K | – | 740 |
|
|
2022
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 953 |
|
|
2022
Q1 | $4K | Buy |
50
+11
| +28% | +$880 | ﹤0.01% | 973 |
|
|
2021
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 1065 |
|
|
2021
Q3 | $3K | Buy |
39
+8
| +26% | +$615 | ﹤0.01% | 694 |
|
|
2021
Q2 | $2K | Buy |
31
+8
| +35% | +$516 | ﹤0.01% | 901 |
|
|
2021
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 835 |
|
|
2020
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 635 |
|