HHM 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 | $2.28M | Sell |
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|
2025
Q2 | $2.17M | Hold |
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|
2025
Q1 | $2.03M | Hold |
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|
2024
Q4 | $2.14M | Sell |
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|
2024
Q3 | $2.48M | Buy |
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|
2024
Q2 | $2.15M | Hold |
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|
2024
Q1 | $2.23M | Sell |
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|
2023
Q4 | $2.16M | Hold |
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|
2023
Q3 | $1.93M | Hold |
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|
2023
Q2 | $2.03M | Hold |
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|
2023
Q1 | $1.88M | Hold |
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|
2022
Q4 | $1.65M | Hold |
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|
2022
Q3 | $1.53M | Hold |
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|
2022
Q2 | $1.62M | Sell |
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|
2022
Q1 | $1.93M | Hold |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | $1.89M | Hold |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $27K | Hold |
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|
2020
Q4 | $24K | Buy |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $17K | Buy |
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