Kathleen S. Wright Associates’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
Q3 | $16.7M | Buy |
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|
2025
Q2 | $15.3M | Buy |
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|
2025
Q1 | $14.1M | Buy |
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|
2024
Q4 | $14.7M | Buy |
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|
2024
Q3 | $14.2M | Buy |
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|
2024
Q2 | $12.5M | Buy |
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|
2024
Q1 | $12.2M | Buy |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $8.8M | Buy |
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|
2023
Q2 | $8.19M | Buy |
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|
2023
Q1 | $6.93M | Sell |
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|
2022
Q4 | $6.13M | Buy |
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|
2022
Q3 | $4.93M | Buy |
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|
2022
Q2 | $4.59M | Buy |
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|
2022
Q1 | $5.05M | Sell |
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|
2021
Q4 | $5.18M | Buy |
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