Glassman Wealth 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 | $64.8K | Hold |
691
| – | – | 0.01% | 105 |
|
|
2025
Q1 | $60.8K | Hold |
691
| – | – | 0.01% | 104 |
|
|
2024
Q4 | $64.1K | Buy |
691
+57
| +9% | +$5.29K | 0.01% | 99 |
|
|
2024
Q3 | $61.5K | Hold |
634
| – | – | 0.01% | 100 |
|
|
2024
Q2 | $54.9K | Hold |
634
| – | – | 0.01% | 111 |
|
|
2024
Q1 | $57K | Hold |
634
| – | – | 0.01% | 110 |
|
|
2023
Q4 | $53.8K | Sell |
634
-523
| -45% | -$44.4K | 0.01% | 435 |
|
|
2023
Q3 | $87.7K | Buy |
1,157
+675
| +140% | +$51.2K | 0.01% | 302 |
|
|
2023
Q2 | $38.5K | Hold |
482
| – | – | 0.01% | 470 |
|
|
2023
Q1 | $35.6K | Hold |
482
| – | – | 0.01% | 490 |
|
|
2022
Q4 | $31.3K | Sell |
482
-27
| -5% | -$1.75K | 0.01% | 542 |
|
|
2022
Q3 | $31K | Buy |
509
+27
| +6% | +$1.64K | 0.01% | 500 |
|
|
2022
Q2 | $31K | Hold |
482
| – | – | 0.01% | 499 |
|
|
2022
Q1 | $36K | Hold |
482
| – | – | 0.01% | 484 |
|
|
2021
Q4 | $37K | Hold |
482
| – | – | 0.01% | 442 |
|
|
2021
Q3 | $35K | Hold |
482
| – | – | 0.01% | 435 |
|
|
2021
Q2 | $36K | Hold |
482
| – | – | 0.01% | 418 |
|
|
2021
Q1 | $33K | Hold |
482
| – | – | 0.01% | 408 |
|
|
2020
Q4 | $30K | Buy |
+482
| New | +$30K | 0.01% | 428 |
|
|
2019
Q3 | – | Sell |
-340
| Closed | -$16K | – | 1249 |
|
|
2019
Q2 | $16K | Buy |
+340
| New | +$16K | 0.01% | 390 |
|