Glass Jacobson Investment 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 | $280K | Buy |
2,990
+129
| +5% | +$12.1K | 0.11% | 155 |
|
|
2025
Q1 | $265K | Hold |
2,861
| – | – | 0.09% | 204 |
|
|
2024
Q4 | $265K | Buy |
2,861
+35
| +1% | +$3.25K | 0.09% | 204 |
|
|
2024
Q3 | $274K | Buy |
2,826
+125
| +5% | +$12.1K | 0.09% | 196 |
|
|
2024
Q2 | $234K | Buy |
2,701
+472
| +21% | +$40.9K | 0.09% | 196 |
|
|
2024
Q1 | $200K | Buy |
+2,229
| New | +$200K | 0.08% | 206 |
|