Jaffetilchin Investment Partners’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 | $457K | Sell |
4,868
-3
| -0.1% | -$281 | 0.03% | 272 |
|
|
2025
Q1 | $429K | Buy |
4,871
+975
| +25% | +$85.8K | 0.03% | 264 |
|
|
2024
Q4 | $361K | Buy |
3,896
+140
| +4% | +$13K | 0.03% | 277 |
|
|
2024
Q3 | $364K | Hold |
3,756
| – | – | 0.03% | 262 |
|
|
2024
Q2 | $325K | Sell |
3,756
-24
| -0.6% | -$2.08K | 0.03% | 273 |
|
|
2024
Q1 | $340K | Sell |
3,780
-3
| -0.1% | -$270 | 0.03% | 269 |
|
|
2023
Q4 | $321K | Sell |
3,783
-266
| -7% | -$22.6K | 0.03% | 274 |
|
|
2023
Q3 | $307K | Sell |
4,049
-108
| -3% | -$8.19K | 0.03% | 259 |
|
|
2023
Q2 | $332K | Sell |
4,157
-8,656
| -68% | -$691K | 0.04% | 262 |
|
|
2023
Q1 | $946K | Sell |
12,813
-51,345
| -80% | -$3.79M | 0.11% | 139 |
|
|
2022
Q4 | $4.16M | Buy |
+64,158
| New | +$4.16M | 0.51% | 48 |
|
|
2018
Q4 | – | Sell |
-12,565
| Closed | -$587K | – | 317 |
|
|
2018
Q3 | $587K | Buy |
12,565
+2,613
| +26% | +$122K | 0.12% | 135 |
|
|
2018
Q2 | $434K | Buy |
+9,952
| New | +$434K | 0.1% | 184 |
|