DHJJ Financial 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
Q3 | $210K | Sell |
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|
2025
Q2 | $295K | Sell |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $471K | Sell |
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|
2024
Q3 | $533K | Sell |
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|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | $611K | Buy |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $214K | Buy |
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