Journey Strategic Wealth’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 | $15.2M | Buy |
162,111
+1,753
| +1% | +$164K | 0.49% | 19 |
|
|
2025
Q1 | $14.1M | Sell |
160,358
-4,541
| -3% | -$400K | 0.49% | 15 |
|
|
2024
Q4 | $15.3M | Buy |
164,899
+21,303
| +15% | +$1.98M | 0.57% | 13 |
|
|
2024
Q3 | $13.9M | Buy |
143,596
+22,332
| +18% | +$2.17M | 0.51% | 14 |
|
|
2024
Q2 | $10.5M | Buy |
121,264
+17,409
| +17% | +$1.51M | 0.45% | 15 |
|
|
2024
Q1 | $9.34M | Buy |
+103,855
| New | +$9.34M | 0.41% | 16 |
|