Crewe Advisors’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 | $113K | Buy |
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|
2025
Q1 | $104K | Sell |
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|
2024
Q4 | $130K | Sell |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $459K | Buy |
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|
2022
Q1 | $484K | Buy |
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