GPS Wealth Strategies 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 | $2.81M | Sell |
29,927
-4,025
| -12% | -$378K | 0.32% | 53 |
|
|
2025
Q1 | $2.99M | Sell |
33,952
-9,764
| -22% | -$859K | 0.4% | 45 |
|
|
2024
Q4 | $4.05M | Sell |
43,716
-4,665
| -10% | -$433K | 0.52% | 37 |
|
|
2024
Q3 | $4.69M | Sell |
48,381
-5,078
| -9% | -$492K | 0.63% | 26 |
|
|
2024
Q2 | $4.63M | Buy |
53,459
+22,213
| +71% | +$1.92M | 0.7% | 24 |
|
|
2024
Q1 | $2.81M | Buy |
31,246
+9,607
| +44% | +$864K | 0.46% | 39 |
|
|
2023
Q4 | $1.84M | Buy |
21,639
+1,119
| +5% | +$95K | 0.34% | 61 |
|
|
2023
Q3 | $1.56M | Buy |
20,520
+5,175
| +34% | +$392K | 0.3% | 63 |
|
|
2023
Q2 | $1.22M | Buy |
15,345
+2,950
| +24% | +$235K | 0.23% | 79 |
|
|
2023
Q1 | $915K | Buy |
12,395
+730
| +6% | +$53.9K | 0.19% | 100 |
|
|
2022
Q4 | $757K | Sell |
11,665
-493
| -4% | -$32K | 0.23% | 73 |
|
|
2022
Q3 | $729K | Buy |
12,158
+975
| +9% | +$58.5K | 0.18% | 92 |
|
|
2022
Q2 | $713K | Sell |
11,183
-100
| -0.9% | -$6.38K | 0.18% | 95 |
|
|
2022
Q1 | $843K | Sell |
11,283
-1,508
| -12% | -$113K | 0.19% | 70 |
|
|
2021
Q4 | $973K | Buy |
12,791
+36
| +0.3% | +$2.74K | 0.21% | 66 |
|
|
2021
Q3 | $934K | Buy |
12,755
+428
| +3% | +$31.3K | 0.23% | 69 |
|
|
2021
Q2 | $913K | Buy |
12,327
+1,684
| +16% | +$125K | 0.23% | 67 |
|
|
2021
Q1 | $737K | Buy |
+10,643
| New | +$737K | 0.22% | 75 |
|