GeoWealth Management’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 | $25.8K | Buy |
+275
| New | +$25.8K | ﹤0.01% | 1033 |
|
|
2025
Q1 | – | Sell |
-319
| Closed | -$29.6K | – | 1526 |
|
|
2024
Q4 | $29.6K | Sell |
319
-108,134
| -100% | -$10M | ﹤0.01% | 1294 |
|
|
2024
Q3 | $10.5M | Buy |
+108,453
| New | +$10.5M | 0.37% | 50 |
|
|
2024
Q2 | – | Sell |
-2,422
| Closed | -$218K | – | 922 |
|
|
2024
Q1 | $218K | Sell |
2,422
-207,010
| -99% | -$18.6M | 0.01% | 661 |
|
|
2023
Q4 | $17.8M | Buy |
209,432
+205,979
| +5,965% | +$17.5M | 1.47% | 9 |
|
|
2023
Q3 | $262K | Sell |
3,453
-34,852
| -91% | -$2.64M | 0.03% | 248 |
|
|
2023
Q2 | $3.06M | Buy |
+38,305
| New | +$3.06M | 0.33% | 61 |
|
|
2022
Q2 | – | Sell |
-384,852
| Closed | -$28.7M | – | 369 |
|
|
2022
Q1 | $28.7M | Buy |
+384,852
| New | +$28.7M | 2.53% | 6 |
|
|
2021
Q4 | – | Sell |
-41,889
| Closed | -$3.07M | – | 400 |
|
|
2021
Q3 | $3.07M | Buy |
+41,889
| New | +$3.07M | 0.25% | 86 |
|