Iams Wealth Management’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 | $479K | Buy |
5,105
+105
| +2% | +$9.85K | 0.22% | 116 |
|
|
2025
Q1 | $440K | Buy |
5,000
+358
| +8% | +$31.5K | 0.2% | 115 |
|
|
2024
Q4 | $430K | Sell |
4,642
-1,112
| -19% | -$103K | 0.2% | 117 |
|
|
2024
Q3 | $558K | Sell |
5,754
-2,944
| -34% | -$285K | 0.27% | 98 |
|
|
2024
Q2 | $753K | Buy |
8,698
+656
| +8% | +$56.8K | 0.41% | 71 |
|
|
2024
Q1 | $694K | Sell |
8,042
-2,092
| -21% | -$181K | 0.42% | 70 |
|
|
2023
Q4 | $860K | Buy |
10,134
+765
| +8% | +$64.9K | 0.56% | 59 |
|
|
2023
Q3 | $711K | Buy |
+9,369
| New | +$711K | 0.49% | 63 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 99 |
|