Kingsview Wealth Management’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 | $349K | Sell |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $788K | Buy |
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|
2024
Q3 | $709K | Buy |
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|
2024
Q2 | $605K | Buy |
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|
2024
Q1 | $584K | Sell |
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|
2023
Q4 | $640K | Sell |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $982K | Buy |
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|
2020
Q2 | $930K | Buy |
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|
2020
Q1 | $472K | Buy |
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