Freestone Capital Holdings’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 | $229K | Sell |
2,438
-640
| -21% | -$60K | 0.01% | 403 |
|
|
2025
Q1 | $271K | Sell |
3,078
-145
| -4% | -$12.8K | 0.01% | 361 |
|
|
2024
Q4 | $299K | Buy |
3,223
+47
| +1% | +$4.36K | 0.01% | 347 |
|
|
2024
Q3 | $308K | Buy |
3,176
+761
| +32% | +$73.8K | 0.01% | 347 |
|
|
2024
Q2 | $209K | Buy |
2,415
+21
| +0.9% | +$1.82K | 0.01% | 426 |
|
|
2024
Q1 | $215K | Buy |
+2,394
| New | +$215K | 0.01% | 409 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 372 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 398 |
|