Guardian Wealth Advisors (North Carolina)’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 | $1.97M | Buy |
20,958
+1,299
| +7% | +$122K | 0.14% | 96 |
|
|
2025
Q1 | $1.73M | Buy |
19,659
+9
| +0% | +$792 | 0.14% | 98 |
|
|
2024
Q4 | $1.82M | Buy |
19,650
+3,616
| +23% | +$335K | 0.14% | 90 |
|
|
2024
Q3 | $1.55M | Buy |
16,034
+1,416
| +10% | +$137K | 0.17% | 79 |
|
|
2024
Q2 | $1.27M | Sell |
14,618
-157
| -1% | -$13.6K | 0.15% | 85 |
|
|
2024
Q1 | $1.33M | Buy |
14,775
+1,169
| +9% | +$105K | 0.16% | 82 |
|
|
2023
Q4 | $1.15M | Buy |
13,606
+3,164
| +30% | +$269K | 0.18% | 78 |
|
|
2023
Q3 | $792K | Buy |
10,442
+1,185
| +13% | +$89.9K | 0.13% | 94 |
|
|
2023
Q2 | $739K | Sell |
9,257
-738
| -7% | -$58.9K | 0.13% | 93 |
|
|
2023
Q1 | $738K | Buy |
+9,995
| New | +$738K | 0.13% | 92 |
|