Continuum Advisory’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 | – | Sell |
-599
| Closed | -$52.7K | – | 1134 |
|
|
2025
Q1 | $52.7K | Buy |
599
+68
| +13% | +$5.98K | 0.01% | 660 |
|
|
2024
Q4 | $49.2K | Hold |
531
| – | – | 0.01% | 669 |
|
|
2024
Q3 | $51.2K | Hold |
531
| – | – | 0.01% | 654 |
|
|
2024
Q2 | $46K | Sell |
531
-7
| -1% | -$606 | 0.01% | 621 |
|
|
2024
Q1 | $47.3K | Sell |
538
-4,630
| -90% | -$407K | 0.01% | 610 |
|
|
2023
Q4 | $439K | Buy |
5,168
+560
| +12% | +$47.5K | 0.06% | 304 |
|
|
2023
Q3 | $349K | Sell |
4,608
-24
| -0.5% | -$1.82K | 0.06% | 333 |
|
|
2023
Q2 | $370K | Sell |
4,632
-184
| -4% | -$14.7K | 0.06% | 329 |
|
|
2023
Q1 | $356K | Sell |
4,816
-258
| -5% | -$19.1K | 0.06% | 315 |
|
|
2022
Q4 | $329K | Sell |
5,074
-160
| -3% | -$10.4K | 0.06% | 329 |
|
|
2022
Q3 | $314K | Buy |
5,234
+166
| +3% | +$9.96K | 0.06% | 313 |
|
|
2022
Q2 | $323K | Buy |
+5,068
| New | +$323K | 0.06% | 322 |
|