Defined 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 | $1.32M | Sell |
14,095
-394
| -3% | -$37K | 0.82% | 30 |
|
|
2025
Q1 | $1.28M | Sell |
14,489
-70
| -0.5% | -$6.16K | 0.86% | 30 |
|
|
2024
Q4 | $1.35M | Sell |
14,559
-48
| -0.3% | -$4.45K | 0.89% | 32 |
|
|
2024
Q3 | $1.42M | Sell |
14,607
-107
| -0.7% | -$10.4K | 0.92% | 31 |
|
|
2024
Q2 | $1.27M | Sell |
14,714
-38
| -0.3% | -$3.29K | 0.89% | 31 |
|
|
2024
Q1 | $1.33M | Sell |
14,752
-103
| -0.7% | -$9.26K | 0.95% | 29 |
|
|
2023
Q4 | $1.26M | Sell |
14,855
-40
| -0.3% | -$3.4K | 0.97% | 30 |
|
|
2023
Q3 | $1.13M | Sell |
14,895
-30
| -0.2% | -$2.28K | 0.96% | 31 |
|
|
2023
Q2 | $1.19M | Buy |
14,925
+937
| +7% | +$74.8K | 1% | 28 |
|
|
2023
Q1 | $1.03M | Buy |
13,988
+2,179
| +18% | +$161K | 0.96% | 28 |
|
|
2022
Q4 | $767K | Sell |
11,809
-1,421
| -11% | -$92.2K | 0.72% | 39 |
|
|
2022
Q3 | $794K | Buy |
13,230
+21
| +0.2% | +$1.26K | 0.87% | 31 |
|
|
2022
Q2 | $842K | Sell |
13,209
-70
| -0.5% | -$4.46K | 0.86% | 30 |
|
|
2022
Q1 | $992K | Sell |
13,279
-3,170
| -19% | -$237K | 0.87% | 27 |
|
|
2021
Q4 | $1.25M | Buy |
16,449
+1,694
| +11% | +$129K | 1.02% | 25 |
|
|
2021
Q3 | $1.08M | Buy |
14,755
+1
| +0% | +$73 | 0.96% | 25 |
|
|
2021
Q2 | $1.09M | Sell |
14,754
-751
| -5% | -$55.6K | 0.97% | 25 |
|
|
2021
Q1 | $1.07M | Sell |
15,505
-4,100
| -21% | -$284K | 1.02% | 25 |
|
|
2020
Q4 | $1.22M | Buy |
+19,605
| New | +$1.22M | 1.2% | 19 |
|