HNWA
Henrickson Nauta Wealth Advisors’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 | $366K | Hold |
3,901
| – | – | 0.13% | 57 |
|
|
2025
Q1 | $312K | Sell |
3,901
-337
| -8% | -$26.9K | 0.13% | 54 |
|
|
2024
Q4 | $393K | Buy |
4,238
+9
| +0.2% | +$834 | 0.16% | 52 |
|
|
2024
Q3 | $410K | Buy |
4,229
+676
| +19% | +$65.5K | 0.16% | 48 |
|
|
2024
Q2 | $308K | Hold |
3,553
| – | – | 0.13% | 57 |
|
|
2024
Q1 | $309K | Hold |
3,553
| – | – | 0.14% | 54 |
|
|
2023
Q4 | $302K | Hold |
3,553
| – | – | 0.15% | 58 |
|
|
2023
Q3 | $269K | Hold |
3,553
| – | – | 0.16% | 46 |
|
|
2023
Q2 | $283K | Hold |
3,553
| – | – | 0.19% | 47 |
|
|
2023
Q1 | $262K | Sell |
3,553
-1,096
| -24% | -$80.9K | 0.19% | 44 |
|
|
2022
Q4 | $302K | Buy |
+4,649
| New | +$302K | 0.24% | 35 |
|