James J. Burns & Company’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $10.3M | Buy |
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|
2024
Q2 | $8.46M | Buy |
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|
2024
Q1 | $4.78M | Sell |
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|
2023
Q4 | $6.68M | Buy |
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|
2023
Q3 | $5.82M | Buy |
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|
2023
Q2 | $5.91M | Buy |
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|
2023
Q1 | $5.02M | Buy |
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|
2022
Q4 | $3.06M | Buy |
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|
2022
Q3 | $2.12M | Buy |
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