EnRich Financial 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 | $8.07M | Sell |
86,032
-9,396
| -10% | -$881K | 2.48% | 12 |
|
|
2025
Q1 | $8.4M | Sell |
95,428
-4,195
| -4% | -$369K | 2.82% | 12 |
|
|
2024
Q4 | $9.24M | Sell |
99,623
-2,937
| -3% | -$272K | 3.08% | 12 |
|
|
2024
Q3 | $9.94M | Sell |
102,560
-857
| -0.8% | -$83.1K | 3.32% | 11 |
|
|
2024
Q2 | $8.96M | Sell |
103,417
-767
| -0.7% | -$66.4K | 3.28% | 11 |
|
|
2024
Q1 | $9.37M | Sell |
104,184
-3,812
| -4% | -$343K | 3.51% | 11 |
|
|
2023
Q4 | $9.17M | Buy |
+107,996
| New | +$9.17M | 3.82% | 10 |
|