Kingswood Wealth Advisors’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 | $1.69M | Sell |
18,029
-1,346
| -7% | -$126K | 0.13% | 167 |
|
|
2025
Q1 | $1.7M | Sell |
19,375
-13,259
| -41% | -$1.16M | 0.16% | 157 |
|
|
2024
Q4 | $3.03M | Buy |
32,634
+15,356
| +89% | +$1.42M | 0.23% | 100 |
|
|
2024
Q3 | $1.67M | Buy |
17,278
+2,128
| +14% | +$206K | 0.12% | 198 |
|
|
2024
Q2 | $1.31M | Buy |
15,150
+2,683
| +22% | +$232K | 0.12% | 187 |
|
|
2024
Q1 | $1.12M | Buy |
12,467
+755
| +6% | +$67.9K | 0.13% | 184 |
|
|
2023
Q4 | $994K | Buy |
11,712
+6,783
| +138% | +$576K | 0.11% | 197 |
|
|
2023
Q3 | $374K | Buy |
+4,929
| New | +$374K | 0.06% | 296 |
|