FAS 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 | $478K | Buy |
5,095
+20
| +0.4% | +$1.88K | 0.04% | 221 |
|
|
2025
Q1 | $447K | Buy |
5,075
+351
| +7% | +$30.9K | 0.04% | 218 |
|
|
2024
Q4 | $438K | Buy |
4,724
+330
| +8% | +$30.6K | 0.04% | 219 |
|
|
2024
Q3 | $426K | Buy |
4,394
+923
| +27% | +$89.5K | 0.03% | 225 |
|
|
2024
Q2 | $301K | Buy |
3,471
+28
| +0.8% | +$2.43K | 0.03% | 253 |
|
|
2024
Q1 | $310K | Buy |
3,443
+343
| +11% | +$30.8K | 0.03% | 255 |
|
|
2023
Q4 | $263K | Buy |
3,100
+672
| +28% | +$57K | 0.03% | 261 |
|
|
2023
Q3 | $184K | Buy |
2,428
+198
| +9% | +$15K | 0.02% | 277 |
|
|
2023
Q2 | $178K | Buy |
2,230
+128
| +6% | +$10.2K | 0.02% | 263 |
|
|
2023
Q1 | $155K | Sell |
2,102
-21,887
| -91% | -$1.62M | 0.02% | 290 |
|
|
2022
Q4 | $1.56M | Sell |
23,989
-2,182
| -8% | -$142K | 0.18% | 111 |
|
|
2022
Q3 | $1.57M | Buy |
26,171
+19,080
| +269% | +$1.14M | 0.17% | 101 |
|
|
2022
Q2 | $452K | Buy |
7,091
+5,232
| +281% | +$334K | 0.05% | 192 |
|
|
2022
Q1 | $139K | Buy |
+1,859
| New | +$139K | 0.01% | 290 |
|
|
2020
Q4 | – | Sell |
-28
| Closed | -$2K | – | 342 |
|
|
2020
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 314 |
|
|
2020
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 306 |
|