Farrell Financial’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 | $4.57M | Sell |
48,684
-562
| -1% | -$52.7K | 3.06% | 11 |
|
|
2025
Q1 | $4.33M | Sell |
49,246
-581
| -1% | -$51.1K | 3.16% | 11 |
|
|
2024
Q4 | $4.62M | Buy |
49,827
+672
| +1% | +$62.3K | 3.3% | 10 |
|
|
2024
Q3 | $4.78M | Sell |
49,155
-762
| -2% | -$74K | 3.37% | 10 |
|
|
2024
Q2 | $4.32M | Buy |
49,917
+4,594
| +10% | +$398K | 3.37% | 10 |
|
|
2024
Q1 | $4.07M | Buy |
45,323
+4,618
| +11% | +$415K | 3.34% | 10 |
|
|
2023
Q4 | $3.08M | Buy |
+40,705
| New | +$3.08M | 3.08% | 11 |
|