CreativeOne Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $2.38M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $676K | Buy |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $545K | Buy |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $766K | Sell |
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|
2022
Q1 | $967K | Buy |
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|
2021
Q4 | $965K | Sell |
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|
2021
Q3 | $937K | Buy |
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|
2021
Q2 | $888K | Sell |
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|
2021
Q1 | $2.14M | Buy |
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|
2020
Q4 | $1.56M | Buy |
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