Keystone Financial Group (Kentucky)’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 | $986K | Sell |
10,514
-279
| -3% | -$26.2K | 0.09% | 154 |
|
|
2025
Q1 | $950K | Buy |
10,793
+1,924
| +22% | +$169K | 0.1% | 148 |
|
|
2024
Q4 | $822K | Buy |
8,869
+674
| +8% | +$62.5K | 0.08% | 163 |
|
|
2024
Q3 | $795K | Buy |
+8,195
| New | +$795K | 0.1% | 145 |
|
|
2024
Q2 | – | Sell |
-5,540
| Closed | -$498K | – | 251 |
|
|
2024
Q1 | $498K | Buy |
+5,540
| New | +$498K | 0.07% | 181 |
|