Glassy Mountain 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
$652K Buy
6,949
+896
+15% +$84K 0.21% 50
2025
Q1
$533K Buy
6,053
+571
+10% +$50.2K 0.19% 46
2024
Q4
$508K Buy
5,482
+2,480
+83% +$230K 0.17% 44
2024
Q3
$291K Buy
3,002
+315
+12% +$30.5K 0.1% 55
2024
Q2
$233K Buy
2,687
+233
+9% +$20.2K 0.09% 55
2024
Q1
$221K Buy
2,454
+47
+2% +$4.23K 0.08% 54
2023
Q4
$204K Buy
+2,407
New +$204K 0.08% 55