FFWM
Future Financial 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 | $272K | Sell |
2,899
-320
| -10% | -$30K | 0.19% | 91 |
|
|
2025
Q1 | $283K | Sell |
3,219
-40,841
| -93% | -$3.59M | 0.21% | 86 |
|
|
2024
Q4 | $4.09M | Buy |
44,060
+1,882
| +4% | +$175K | 2.99% | 8 |
|
|
2024
Q3 | $4.09M | Buy |
42,178
+1,406
| +3% | +$136K | 2.92% | 7 |
|
|
2024
Q2 | $3.53M | Sell |
40,772
-2,468
| -6% | -$214K | 3.1% | 8 |
|
|
2024
Q1 | $3.89M | Buy |
43,240
+11,124
| +35% | +$1M | 2.99% | 5 |
|
|
2023
Q4 | $2.73M | Buy |
32,116
+786
| +3% | +$66.7K | 2.71% | 12 |
|
|
2023
Q3 | $2.38M | Buy |
31,330
+11
| +0% | +$834 | 2.63% | 13 |
|
|
2023
Q2 | $2.5M | Sell |
31,319
-8,337
| -21% | -$665K | 2.63% | 12 |
|
|
2023
Q1 | $2.91M | Sell |
39,656
-18,195
| -31% | -$1.34M | 3.21% | 7 |
|
|
2022
Q4 | $3.76M | Buy |
57,851
+705
| +1% | +$45.8K | 4.28% | 3 |
|
|
2022
Q3 | $3.64M | Buy |
57,146
+877
| +2% | +$55.9K | 4.2% | 3 |
|
|
2022
Q2 | $4.2M | Hold |
56,269
| – | – | 4.1% | 2 |
|
|
2022
Q1 | $4.2M | Buy |
56,269
+8,905
| +19% | +$665K | 3.49% | 2 |
|
|
2021
Q4 | $3.63M | Buy |
47,364
+5,155
| +12% | +$395K | 2.9% | 4 |
|
|
2021
Q3 | $3.13M | Hold |
42,209
| – | – | 3.22% | 3 |
|
|
2021
Q2 | $3.13M | Buy |
+42,209
| New | +$3.13M | 3.22% | 3 |
|