Darwin Wealth Management’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 | $3.32M | Buy |
35,443
+537
| +2% | +$50.4K | 1.15% | 24 |
|
|
2025
Q1 | $3.24M | Hold |
34,906
| – | – | 1.09% | 29 |
|
|
2024
Q4 | $3.24M | Sell |
34,906
-3,854
| -10% | -$357K | 1.09% | 29 |
|
|
2024
Q3 | $3.76M | Buy |
38,760
+26,343
| +212% | +$2.55M | 1.03% | 29 |
|
|
2024
Q2 | $1.08M | Buy |
12,417
+2,160
| +21% | +$187K | 0.53% | 43 |
|
|
2024
Q1 | $922K | Sell |
10,257
-331
| -3% | -$29.8K | 0.26% | 76 |
|
|
2023
Q4 | $899K | Buy |
+10,588
| New | +$899K | 0.24% | 80 |
|
|
2020
Q2 | – | Sell |
-280
| Closed | -$12K | – | 515 |
|
|
2020
Q1 | $12K | Buy |
+280
| New | +$12K | ﹤0.01% | 442 |
|