IPG Investment Advisors’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 | $388K | Hold |
4,135
| – | – | 0.08% | 120 |
|
|
2025
Q1 | $364K | Hold |
4,135
| – | – | 0.08% | 118 |
|
|
2024
Q4 | $383K | Hold |
4,135
| – | – | 0.09% | 112 |
|
|
2024
Q3 | $401K | Buy |
4,135
+644
| +18% | +$62.4K | 0.09% | 114 |
|
|
2024
Q2 | $302K | Buy |
+3,491
| New | +$302K | 0.07% | 125 |
|
|
2024
Q1 | – | Sell |
-4,080
| Closed | -$346K | – | 200 |
|
|
2023
Q4 | $346K | Sell |
4,080
-600
| -13% | -$50.9K | 0.07% | 130 |
|
|
2023
Q3 | $355K | Buy |
+4,680
| New | +$355K | 0.08% | 120 |
|