Goodman Advisory Group’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 | $469 | Sell |
5
-63,214
| -100% | -$5.93M | ﹤0.01% | 145 |
|
|
2025
Q1 | $5.56M | Sell |
63,219
-1,847
| -3% | -$163K | 1.7% | 18 |
|
|
2024
Q4 | $6.03M | Sell |
65,066
-1,047
| -2% | -$97.1K | 1.78% | 18 |
|
|
2024
Q3 | $6.41M | Buy |
66,113
+2,648
| +4% | +$257K | 1.83% | 16 |
|
|
2024
Q2 | $5.5M | Sell |
63,465
-1,734
| -3% | -$150K | 1.64% | 16 |
|
|
2024
Q1 | $5.86M | Buy |
65,199
+2,783
| +4% | +$250K | 1.86% | 15 |
|
|
2023
Q4 | $5.3M | Sell |
62,416
-16,232
| -21% | -$1.38M | 1.8% | 15 |
|
|
2023
Q3 | $5.96M | Sell |
78,648
-21,380
| -21% | -$1.62M | 2.23% | 15 |
|
|
2023
Q2 | $7.98M | Buy |
+100,028
| New | +$7.98M | 2.96% | 9 |
|