Goepper Burkhardt’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 | $4.55M | Sell |
48,501
-5,502
| -10% | -$516K | 1.68% | 18 |
|
|
2025
Q1 | $4.75M | Sell |
54,003
-1,904
| -3% | -$168K | 1.9% | 16 |
|
|
2024
Q4 | $5.18M | Buy |
55,907
+3,584
| +7% | +$332K | 2.11% | 17 |
|
|
2024
Q3 | $5.07M | Buy |
52,323
+1,436
| +3% | +$139K | 2.09% | 16 |
|
|
2024
Q2 | $4.41M | Buy |
50,887
+3,905
| +8% | +$338K | 2% | 17 |
|
|
2024
Q1 | $4.15M | Buy |
46,982
+39,472
| +526% | +$3.48M | 1.93% | 17 |
|
|
2023
Q4 | $642K | Buy |
+7,510
| New | +$642K | 0.32% | 38 |
|