IFG 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
Q2 | – | Sell |
-2,301
| Closed | -$203K | – | 744 |
|
|
2025
Q1 | $203K | Hold |
2,301
| – | – | 0.01% | 656 |
|
|
2024
Q4 | $213K | Buy |
+2,301
| New | +$213K | 0.01% | 631 |
|
|
2024
Q3 | – | Sell |
-2,383
| Closed | -$206K | – | 534 |
|
|
2024
Q2 | $206K | Buy |
+2,383
| New | +$206K | 0.01% | 591 |
|
|
2024
Q1 | – | Sell |
-2,447
| Closed | -$208K | – | 497 |
|
|
2023
Q4 | $208K | Buy |
+2,447
| New | +$208K | 0.02% | 549 |
|
|
2023
Q2 | – | Sell |
-3,016
| Closed | -$223K | – | 436 |
|
|
2023
Q1 | $223K | Buy |
+3,016
| New | +$223K | 0.02% | 472 |
|
|
2018
Q1 | – | Sell |
-34,781
| Closed | -$833K | – | 343 |
|
|
2017
Q4 | $833K | Buy |
+34,781
| New | +$833K | 0.19% | 121 |
|