Elevation Wealth Partners’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 | $8.43K | Hold |
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|
2025
Q2 | $7.97K | Hold |
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2025
Q1 | $7.48K | Hold |
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|
2024
Q4 | $7.88K | Hold |
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|
2024
Q3 | $8.24K | Hold |
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|
2024
Q2 | $7.36K | Hold |
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|
2024
Q1 | $7.64K | Hold |
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|
2023
Q4 | $6.45K | Hold |
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|
2023
Q3 | $6.45K | Hold |
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|
2023
Q2 | $6.78K | Hold |
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|
2023
Q1 | $6.28K | Buy |
|