EPG Wealth Management’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 | $79.7K | Hold |
850
| – | – | 0.02% | 210 |
|
|
2025
Q1 | $74.8K | Hold |
850
| – | – | 0.02% | 264 |
|
|
2024
Q4 | $78.8K | Buy |
850
+5
| +0.6% | +$463 | 0.02% | 270 |
|
|
2024
Q3 | $81.9K | Buy |
+845
| New | +$81.9K | 0.02% | 271 |
|
|
2024
Q2 | – | Sell |
-845
| Closed | -$76K | – | 292 |
|
|
2024
Q1 | $76K | Hold |
845
| – | – | 0.02% | 293 |
|
|
2023
Q4 | $71.5K | Buy |
845
+3
| +0.4% | +$254 | 0.02% | 282 |
|
|
2023
Q3 | $63.9K | Hold |
842
| – | – | 0.02% | 284 |
|
|
2023
Q2 | $67.2K | Buy |
842
+500
| +146% | +$39.9K | 0.02% | 281 |
|
|
2023
Q1 | $25.3K | Hold |
342
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $22.2K | Buy |
342
+4
| +1% | +$260 | 0.01% | 302 |
|
|
2022
Q3 | $20K | Buy |
+338
| New | +$20K | 0.01% | 310 |
|
|
2022
Q2 | – | Sell |
-338
| Closed | -$25K | – | 335 |
|
|
2022
Q1 | $25K | Hold |
338
| – | – | 0.01% | 321 |
|
|
2021
Q4 | $26K | Buy |
338
+4
| +1% | +$308 | 0.01% | 328 |
|
|
2021
Q3 | $24K | Buy |
+334
| New | +$24K | 0.01% | 306 |
|
|
2020
Q2 | – | Sell |
-830
| Closed | -$36K | – | 534 |
|
|
2020
Q1 | $36K | Buy |
830
+500
| +152% | +$21.7K | 0.03% | 327 |
|
|
2019
Q4 | $18K | Buy |
+330
| New | +$18K | 0.01% | 365 |
|