Founders Financial Securities’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 | – | Sell |
-12,612
| Closed | -$1.08M | – | 509 |
|
|
2025
Q1 | $1.08M | Buy |
12,612
+824
| +7% | +$70.3K | 0.09% | 207 |
|
|
2024
Q4 | $1.09M | Buy |
11,788
+1,182
| +11% | +$110K | 0.1% | 172 |
|
|
2024
Q3 | $1.03M | Buy |
10,606
+1,359
| +15% | +$132K | 0.09% | 183 |
|
|
2024
Q2 | $801K | Buy |
9,247
+2,052
| +29% | +$178K | 0.08% | 212 |
|
|
2024
Q1 | $647K | Buy |
7,195
+943
| +15% | +$84.8K | 0.07% | 226 |
|
|
2023
Q4 | $531K | Buy |
+6,252
| New | +$531K | 0.06% | 237 |
|