Destiny Wealth Partners’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 |
-46,443
| Closed | -$4.09M | – | 198 |
|
|
2025
Q1 | $4.09M | Buy |
46,443
+2,721
| +6% | +$239K | 0.65% | 50 |
|
|
2024
Q4 | $4.05M | Buy |
43,722
+1,213
| +3% | +$112K | 0.66% | 51 |
|
|
2024
Q3 | $4.12M | Buy |
42,509
+1,007
| +2% | +$97.6K | 0.72% | 46 |
|
|
2024
Q2 | $3.59M | Buy |
41,502
+1,742
| +4% | +$151K | 0.65% | 48 |
|
|
2024
Q1 | $3.57M | Sell |
39,760
-520
| -1% | -$46.7K | 0.64% | 53 |
|
|
2023
Q4 | $3.34M | Buy |
+40,280
| New | +$3.34M | 0.63% | 52 |
|