Essex Financial Services’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
Q2 | $3.51M | Sell |
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|
2025
Q1 | $6.68M | Sell |
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|
2024
Q4 | $7.44M | Sell |
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|
2024
Q3 | $8.21M | Buy |
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|
2024
Q2 | $7.34M | Buy |
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|
2024
Q1 | $4.78M | Buy |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $577K | Buy |
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|
2022
Q4 | $258K | Buy |
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