GF
Gries Financial’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 | $1.95M | Buy |
20,812
+681
| +3% | +$63.9K | 0.36% | 60 |
|
|
2025
Q1 | $1.77M | Sell |
20,131
-811
| -4% | -$71.4K | 0.34% | 69 |
|
|
2024
Q4 | $1.94M | Sell |
20,942
-729
| -3% | -$67.6K | 0.34% | 62 |
|
|
2024
Q3 | $2.1M | Buy |
21,671
+9,094
| +72% | +$882K | 0.39% | 59 |
|
|
2024
Q2 | $1.09M | Sell |
12,577
-18,132
| -59% | -$1.57M | 0.22% | 104 |
|
|
2024
Q1 | $2.76M | Buy |
30,709
+26,806
| +687% | +$2.41M | 0.46% | 53 |
|
|
2023
Q4 | $331K | Buy |
+3,903
| New | +$331K | 0.07% | 161 |
|