Golden State Wealth Management’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 | $19.1K | Hold |
204
| – | – | ﹤0.01% | 899 |
|
|
2025
Q1 | $18K | Hold |
204
| – | – | ﹤0.01% | 831 |
|
|
2024
Q4 | $18.9K | Buy |
+204
| New | +$18.9K | ﹤0.01% | 780 |
|
|
2020
Q2 | – | Sell |
-1,406
| Closed | -$62K | – | 619 |
|
|
2020
Q1 | $62K | Buy |
+1,406
| New | +$62K | 0.03% | 323 |
|
|
2019
Q4 | – | Sell |
-2,295
| Closed | -$115K | – | 592 |
|
|
2019
Q3 | $115K | Buy |
2,295
+57
| +3% | +$2.86K | 0.04% | 295 |
|
|
2019
Q2 | $107K | Hold |
2,238
| – | – | 0.03% | 321 |
|
|
2019
Q1 | $104K | Buy |
+2,238
| New | +$104K | 0.03% | 318 |
|