IAM Advisory’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
Q1 | – | Sell |
-47,468
| Closed | -$4.4M | – | 103 |
|
|
2024
Q4 | $4.4M | Sell |
47,468
-848
| -2% | -$78.6K | 1.12% | 16 |
|
|
2024
Q3 | $4.68M | Sell |
48,316
-166
| -0.3% | -$16.1K | 1.18% | 15 |
|
|
2024
Q2 | $4.2M | Buy |
48,482
+1,053
| +2% | +$91.2K | 1.14% | 15 |
|
|
2024
Q1 | $4.26M | Sell |
47,429
-283
| -0.6% | -$25.4K | 1.17% | 14 |
|
|
2023
Q4 | $4.05M | Buy |
47,712
+362
| +0.8% | +$30.7K | 1.27% | 14 |
|
|
2023
Q3 | $3.59M | Sell |
47,350
-898
| -2% | -$68.1K | 1.25% | 14 |
|
|
2023
Q2 | $3.85M | Buy |
+48,248
| New | +$3.85M | 1.31% | 13 |
|