Fiduciary Planning’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 | $1.84M | Sell |
19,612
-4,209
| -18% | -$395K | 0.61% | 26 |
|
|
2025
Q1 | $2.1M | Sell |
23,821
-6,425
| -21% | -$565K | 0.69% | 26 |
|
|
2024
Q4 | $2.8M | Sell |
30,246
-2,238
| -7% | -$208K | 0.91% | 22 |
|
|
2024
Q3 | $3.15M | Sell |
32,484
-9,551
| -23% | -$926K | 1.07% | 21 |
|
|
2024
Q2 | $3.64M | Sell |
42,035
-68,673
| -62% | -$5.95M | 1.3% | 18 |
|
|
2024
Q1 | $9.95M | Buy |
110,708
+2,765
| +3% | +$249K | 3.76% | 8 |
|
|
2023
Q4 | $9.16M | Buy |
107,943
+74,893
| +227% | +$6.36M | 3.9% | 7 |
|
|
2023
Q3 | $2.51M | Buy |
+33,050
| New | +$2.51M | 1.18% | 20 |
|