Henrickson Nauta Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $352K | Sell |
|
|||||
|
2025
Q2 | $366K | Hold |
|
|||||
|
2025
Q1 | $312K | Sell |
|
|||||
|
2024
Q4 | $393K | Buy |
|
|||||
|
2024
Q3 | $410K | Buy |
|
|||||
|
2024
Q2 | $308K | Hold |
|
|||||
|
2024
Q1 | $309K | Hold |
|
|||||
|
2023
Q4 | $302K | Hold |
|
|||||
|
2023
Q3 | $269K | Hold |
|
|||||
|
2023
Q2 | $283K | Hold |
|
|||||
|
2023
Q1 | $262K | Sell |
|
|||||
|
2022
Q4 | $302K | Buy |
|