Elevation Wealth Partners’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 | $7.97K | Hold |
85
| – | – | ﹤0.01% | 380 |
|
|
2025
Q1 | $7.48K | Hold |
85
| – | – | ﹤0.01% | 385 |
|
|
2024
Q4 | $7.88K | Hold |
85
| – | – | ﹤0.01% | 384 |
|
|
2024
Q3 | $8.24K | Hold |
85
| – | – | ﹤0.01% | 365 |
|
|
2024
Q2 | $7.36K | Hold |
85
| – | – | ﹤0.01% | 362 |
|
|
2024
Q1 | $7.64K | Hold |
85
| – | – | ﹤0.01% | 371 |
|
|
2023
Q4 | $6.45K | Hold |
85
| – | – | ﹤0.01% | 356 |
|
|
2023
Q3 | $6.45K | Hold |
85
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $6.78K | Hold |
85
| – | – | 0.01% | 270 |
|
|
2023
Q1 | $6.28K | Buy |
+85
| New | +$6.28K | 0.01% | 280 |
|