DHK 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
Q2 | $2.5M | Hold |
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|
2025
Q1 | $2.35M | Sell |
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|
2024
Q4 | $5.66M | Buy |
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|
2024
Q3 | $5.84M | Hold |
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|
2024
Q2 | $5.21M | Sell |
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|
2024
Q1 | $7.59M | Sell |
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|
2023
Q4 | $7.92M | Buy |
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|
2023
Q3 | $7.06M | Hold |
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|
2023
Q2 | $7.43M | Buy |
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|
2023
Q1 | $1.77M | Hold |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.51M | Hold |
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|
2022
Q1 | $1.77M | Buy |
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|
2021
Q4 | $1.34M | Buy |
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