FSC Wealth 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 | $720K | Sell |
7,681
-22
| -0.3% | -$2.06K | 0.45% | 36 |
|
|
2025
Q1 | $678K | Sell |
7,703
-255
| -3% | -$22.4K | 0.44% | 36 |
|
|
2024
Q4 | $738K | Buy |
7,958
+4
| +0.1% | +$371 | 0.48% | 32 |
|
|
2024
Q3 | $771K | Sell |
7,954
-33
| -0.4% | -$3.2K | 0.55% | 28 |
|
|
2024
Q2 | $692K | Buy |
7,987
+332
| +4% | +$28.8K | 0.51% | 25 |
|
|
2024
Q1 | $688K | Buy |
7,655
+366
| +5% | +$32.9K | 0.48% | 25 |
|
|
2023
Q4 | $619K | Buy |
+7,289
| New | +$619K | 0.45% | 24 |
|