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 |
|