DHJJ Financial Advisors’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 | $295K | Sell |
3,148
-1,228
| -28% | -$115K | 0.11% | 136 |
|
|
2025
Q1 | $385K | Sell |
4,376
-699
| -14% | -$61.5K | 0.16% | 109 |
|
|
2024
Q4 | $471K | Sell |
5,075
-419
| -8% | -$38.8K | 0.18% | 91 |
|
|
2024
Q3 | $533K | Sell |
5,494
-1,913
| -26% | -$185K | 0.21% | 85 |
|
|
2024
Q2 | $642K | Buy |
7,407
+615
| +9% | +$53.3K | 0.27% | 71 |
|
|
2024
Q1 | $611K | Buy |
6,792
+846
| +14% | +$76.1K | 0.27% | 71 |
|
|
2023
Q4 | $505K | Buy |
5,946
+576
| +11% | +$48.9K | 0.24% | 74 |
|
|
2023
Q3 | $407K | Buy |
5,370
+784
| +17% | +$59.5K | 0.21% | 84 |
|
|
2023
Q2 | $366K | Buy |
4,586
+220
| +5% | +$17.6K | 0.19% | 99 |
|
|
2023
Q1 | $322K | Buy |
4,366
+9
| +0.2% | +$665 | 0.17% | 104 |
|
|
2022
Q4 | $283K | Buy |
4,357
+790
| +22% | +$51.3K | 0.16% | 112 |
|
|
2022
Q3 | $214K | Buy |
+3,567
| New | +$214K | 0.12% | 122 |
|