IRON Financial’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 | $3.63M | Sell |
38,742
-2
| -0% | -$188 | 1.88% | 12 |
|
|
2025
Q1 | $3.41M | Buy |
38,744
+62
| +0.2% | +$5.46K | 1.91% | 14 |
|
|
2024
Q4 | $3.59M | Sell |
38,682
-4,412
| -10% | -$409K | 2.02% | 14 |
|
|
2024
Q3 | $4.18M | Sell |
43,094
-593
| -1% | -$57.5K | 2.27% | 13 |
|
|
2024
Q2 | $3.78M | Sell |
43,687
-231
| -0.5% | -$20K | 2.12% | 15 |
|
|
2024
Q1 | $3.95M | Sell |
43,918
-1,766
| -4% | -$159K | 2.2% | 15 |
|
|
2023
Q4 | $3.88M | Sell |
45,684
-793
| -2% | -$67.3K | 2.2% | 15 |
|
|
2023
Q3 | $3.52M | Sell |
46,477
-790
| -2% | -$59.9K | 2.05% | 15 |
|
|
2023
Q2 | $3.77M | Sell |
47,267
-471
| -1% | -$37.6K | 2.02% | 16 |
|
|
2023
Q1 | $3.52M | Sell |
47,738
-3,967
| -8% | -$293K | 1.93% | 16 |
|
|
2022
Q4 | $3.36M | Sell |
51,705
-726
| -1% | -$47.1K | 1.93% | 15 |
|
|
2022
Q3 | $3.15M | Sell |
52,431
-685
| -1% | -$41.1K | 1.73% | 16 |
|
|
2022
Q2 | $3.39M | Sell |
53,116
-967
| -2% | -$61.6K | 1.77% | 16 |
|
|
2022
Q1 | $4.04M | Sell |
54,083
-1,038
| -2% | -$77.5K | 1.86% | 16 |
|
|
2021
Q4 | $4.2M | Buy |
55,121
+1,730
| +3% | +$132K | 1.87% | 12 |
|
|
2021
Q3 | $3.91M | Sell |
53,391
-5,551
| -9% | -$407K | 1.88% | 12 |
|
|
2021
Q2 | $4.37M | Sell |
58,942
-2,206
| -4% | -$163K | 2.04% | 12 |
|
|
2021
Q1 | $4.24M | Sell |
61,148
-56,612
| -48% | -$3.92M | 2.24% | 12 |
|
|
2020
Q4 | $7.3M | Buy |
117,760
+1,291
| +1% | +$80K | 3.67% | 11 |
|
|
2020
Q3 | $6.36M | Sell |
116,469
-99
| -0.1% | -$5.4K | 3.51% | 11 |
|
|
2020
Q2 | $6.09M | Buy |
+116,568
| New | +$6.09M | 3.14% | 11 |
|