Drake & Associates’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
2024
Q4
Sell
-237,341
Closed -$23M 101
2024
Q3
$23M Buy
237,341
+4,749
+2% +$460K 7.43% 3
2024
Q2
$20.1M Buy
232,592
+4,875
+2% +$422K 7.21% 5
2024
Q1
$20.5M Buy
227,717
+12,248
+6% +$1.1M 7.49% 3
2023
Q4
$18.3M Buy
+215,469
New +$18.3M 7.49% 4