Howard Financial Services’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
Q2 | $8.09M | Sell |
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|
2025
Q1 | $7.95M | Buy |
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|
2024
Q4 | $8.1M | Buy |
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|
2024
Q3 | $8.12M | Buy |
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|
2024
Q2 | $6.38M | Buy |
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|
2024
Q1 | $3.51M | Buy |
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|
2023
Q4 | $2.11M | Buy |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $1.16M | Hold |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $939K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $966K | Buy |
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|
2020
Q3 | $839K | Hold |
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|
2020
Q2 | $802K | Hold |
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|
2020
Q1 | $672K | Buy |
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