Fortune Financial Advisors’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 | $5.33M | Buy |
56,872
+1,482
| +3% | +$139K | 4.29% | 2 |
|
|
2025
Q1 | $4.87M | Buy |
55,390
+2,121
| +4% | +$187K | 4.2% | 2 |
|
|
2024
Q4 | $4.94M | Buy |
53,269
+6,271
| +13% | +$581K | 4.49% | 2 |
|
|
2024
Q3 | $4.56M | Buy |
46,998
+1,300
| +3% | +$126K | 4.13% | 2 |
|
|
2024
Q2 | $3.96M | Buy |
45,698
+439
| +1% | +$38K | 2.42% | 6 |
|
|
2024
Q1 | $4.07M | Sell |
45,259
-250
| -0.5% | -$22.5K | 2.58% | 5 |
|
|
2023
Q4 | $3.86M | Buy |
45,509
+3,614
| +9% | +$307K | 2.7% | 5 |
|
|
2023
Q3 | $3.18M | Buy |
41,895
+1,674
| +4% | +$127K | 2.43% | 5 |
|
|
2023
Q2 | $3.21M | Buy |
+40,221
| New | +$3.21M | 2.41% | 6 |
|