First Heartland Consultants’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 | $537K | Sell |
5,722
-122
| -2% | -$11.4K | 0.05% | 255 |
|
|
2025
Q1 | $514K | Sell |
5,844
-636
| -10% | -$56K | 0.05% | 230 |
|
|
2024
Q4 | $601K | Sell |
6,480
-3,055
| -32% | -$283K | 0.06% | 208 |
|
|
2024
Q3 | $924K | Sell |
9,535
-7,926
| -45% | -$768K | 0.1% | 148 |
|
|
2024
Q2 | $1.51K | Sell |
17,461
-366
| -2% | -$32 | 0.11% | 134 |
|
|
2024
Q1 | $1.6M | Buy |
17,827
+697
| +4% | +$62.7K | 0.17% | 132 |
|
|
2023
Q4 | $1.45M | Buy |
17,130
+2,240
| +15% | +$190K | 0.18% | 115 |
|
|
2023
Q3 | $1.13M | Buy |
14,890
+11,741
| +373% | +$890K | 0.14% | 136 |
|
|
2023
Q2 | $251K | Buy |
+3,149
| New | +$251K | 0.03% | 322 |
|