Edmond de Rothschild Holding’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 | $26K | Hold |
277
| – | – | ﹤0.01% | 493 |
|
|
2025
Q1 | $24.4K | Hold |
277
| – | – | ﹤0.01% | 503 |
|
|
2024
Q4 | $25.7K | Hold |
277
| – | – | ﹤0.01% | 536 |
|
|
2024
Q3 | $26.9K | Buy |
+277
| New | +$26.9K | ﹤0.01% | 565 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$97K | – | 832 |
|
|
2022
Q1 | $97K | Buy |
+1,300
| New | +$97K | ﹤0.01% | 594 |
|
|
2020
Q3 | – | Sell |
-93
| Closed | -$5K | – | 634 |
|
|
2020
Q2 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 590 |
|
|
2017
Q3 | – | Sell |
-6,700
| Closed | -$265K | – | 821 |
|
|
2017
Q2 | $265K | Hold |
6,700
| – | – | 0.01% | 440 |
|
|
2017
Q1 | $251K | Hold |
6,700
| – | – | 0.01% | 452 |
|
|
2016
Q4 | $233K | Buy |
+6,700
| New | +$233K | 0.01% | 463 |
|