GFG
Goldstone Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
123,670
+6,101
| +5% | +$591K | 1.58% | 15 |
|
|
2025
Q1 | $10.3M | Buy |
117,569
+12,075
| +11% | +$1.06M | 1.57% | 20 |
|
|
2024
Q4 | $9.78M | Buy |
105,494
+4,567
| +5% | +$423K | 1.53% | 21 |
|
|
2024
Q3 | $9.78M | Buy |
100,927
+6,419
| +7% | +$622K | 1.7% | 17 |
|
|
2024
Q2 | $8.19M | Buy |
94,508
+3,385
| +4% | +$293K | 1.64% | 17 |
|
|
2024
Q1 | $8.19M | Buy |
91,123
+2,464
| +3% | +$222K | 1.88% | 15 |
|
|
2023
Q4 | $7.52M | Buy |
88,659
+16,875
| +24% | +$1.43M | 1.94% | 14 |
|
|
2023
Q3 | $5.44M | Sell |
71,784
-13,428
| -16% | -$1.02M | 1.61% | 17 |
|
|
2023
Q2 | $6.8M | Buy |
85,212
+9,768
| +13% | +$779K | 2% | 14 |
|
|
2023
Q1 | $5.57M | Buy |
+75,444
| New | +$5.57M | 1.84% | 18 |
|