Garden State Investment Advisory Services’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 | $2.56M | Hold |
27,337
| – | – | 0.65% | 38 |
|
|
2025
Q1 | $2.41M | Buy |
27,337
+6,085
| +29% | +$535K | 0.77% | 35 |
|
|
2024
Q4 | $1.97M | Buy |
21,252
+260
| +1% | +$24.1K | 0.59% | 43 |
|
|
2024
Q3 | $2.04M | Hold |
20,992
| – | – | 0.65% | 35 |
|
|
2024
Q2 | $1.82M | Sell |
20,992
-350
| -2% | -$30.3K | 0.63% | 37 |
|
|
2024
Q1 | $1.9M | Sell |
21,342
-525
| -2% | -$46.8K | 0.7% | 33 |
|
|
2023
Q4 | $1.86M | Buy |
21,867
+10
| +0% | +$849 | 0.74% | 31 |
|
|
2023
Q3 | $1.66M | Hold |
21,857
| – | – | 0.76% | 29 |
|
|
2023
Q2 | $1.74M | Hold |
21,857
| – | – | 0.69% | 27 |
|
|
2023
Q1 | $1.61M | Buy |
21,857
+100
| +0.5% | +$7.38K | 0.7% | 26 |
|
|
2022
Q4 | $1.41M | Buy |
+21,757
| New | +$1.41M | 0.84% | 25 |
|