FWM
Foguth Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8M | Sell |
253,582
-50,999
| -17% | -$4.78M | 5.09% | 5 |
|
|
2025
Q1 | $26.8M | Buy |
304,581
+80,317
| +36% | +$7.07M | 6.5% | 3 |
|
|
2024
Q4 | $21.5M | Buy |
224,264
+67,916
| +43% | +$6.51M | 5.63% | 3 |
|
|
2024
Q3 | $14.9M | Buy |
156,348
+52,893
| +51% | +$5.05M | 5.43% | 4 |
|
|
2024
Q2 | $8.96M | Buy |
103,455
+47,979
| +86% | +$4.16M | 3.95% | 5 |
|
|
2024
Q1 | $4.99M | Buy |
+55,476
| New | +$4.99M | 2.67% | 8 |
|