KCFA
Key Client Fiduciary Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,258
| Closed | -$1.15M | – | 199 |
|
|
2024
Q2 | $1.15M | Buy |
13,258
+30
| +0.2% | +$2.6K | 0.57% | 40 |
|
|
2024
Q1 | $1.19M | Buy |
13,228
+5,394
| +69% | +$485K | 0.63% | 35 |
|
|
2023
Q4 | $665K | Buy |
7,834
+1,772
| +29% | +$150K | 0.39% | 58 |
|
|
2023
Q3 | $460K | Buy |
+6,062
| New | +$460K | 0.28% | 87 |
|