Holistic Planning’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 | $1.25M | Sell |
13,352
-680
| -5% | -$63.8K | 0.36% | 54 |
|
|
2025
Q1 | $1.23M | Sell |
14,032
-788
| -5% | -$69.3K | 0.42% | 46 |
|
|
2024
Q4 | $1.37M | Buy |
14,820
+433
| +3% | +$40.2K | 0.5% | 38 |
|
|
2024
Q3 | $1.39M | Sell |
14,387
-8,400
| -37% | -$814K | 0.59% | 35 |
|
|
2024
Q2 | $2.05M | Hold |
22,787
| – | – | 1.57% | 16 |
|
|
2024
Q1 | $2.05M | Sell |
22,787
-851
| -4% | -$76.5K | 1.56% | 16 |
|
|
2023
Q4 | $2.01M | Buy |
+23,638
| New | +$2.01M | 1.69% | 15 |
|