IAG Wealth Partners’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 | $10.8K | Sell |
115
-65
| -36% | -$6.1K | ﹤0.01% | 333 |
|
|
2025
Q1 | $15.8K | Sell |
180
-1,040
| -85% | -$91.5K | ﹤0.01% | 294 |
|
|
2024
Q4 | $113K | Buy |
1,220
+30
| +3% | +$2.78K | 0.02% | 126 |
|
|
2024
Q3 | $115K | Sell |
1,190
-988
| -45% | -$95.8K | 0.02% | 119 |
|
|
2024
Q2 | $189K | Buy |
2,178
+1,093
| +101% | +$94.7K | 0.04% | 94 |
|
|
2024
Q1 | $97.5K | Hold |
1,085
| – | – | 0.02% | 121 |
|
|
2023
Q4 | $92.1K | Hold |
1,085
| – | – | 0.02% | 112 |
|
|
2023
Q3 | $82.3K | Hold |
1,085
| – | – | 0.02% | 112 |
|
|
2023
Q2 | $86.6K | Hold |
1,085
| – | – | 0.02% | 124 |
|
|
2023
Q1 | $80.1K | Buy |
+1,085
| New | +$80.1K | 0.02% | 112 |
|