GWP
Gateway Wealth Partners’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 | $254K | Sell |
2,710
-569
| -17% | -$53.4K | 0.05% | 306 |
|
|
2025
Q1 | $289K | Sell |
3,279
-378
| -10% | -$33.3K | 0.06% | 256 |
|
|
2024
Q4 | $339K | Buy |
3,657
+455
| +14% | +$42.2K | 0.09% | 214 |
|
|
2024
Q3 | $310K | Sell |
3,202
-191
| -6% | -$18.5K | 0.09% | 207 |
|
|
2024
Q2 | $294K | Buy |
3,393
+299
| +10% | +$25.9K | 0.09% | 206 |
|
|
2024
Q1 | $278K | Buy |
+3,094
| New | +$278K | 0.1% | 181 |
|