KPP Advisory Services’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 | $971K | Sell |
10,355
-10,800
| -51% | -$1.01M | 0.16% | 127 |
|
|
2025
Q1 | $1.86M | Sell |
21,155
-10,540
| -33% | -$928K | 0.35% | 68 |
|
|
2024
Q4 | $2.94M | Sell |
31,695
-371
| -1% | -$34.4K | 0.69% | 37 |
|
|
2024
Q3 | $3.11M | Buy |
32,066
+2,358
| +8% | +$229K | 0.75% | 32 |
|
|
2024
Q2 | $2.57M | Sell |
29,708
-29,602
| -50% | -$2.56M | 0.68% | 42 |
|
|
2024
Q1 | $5.33M | Buy |
+59,310
| New | +$5.33M | 1.46% | 15 |
|
|
2023
Q4 | – | Sell |
-40,371
| Closed | -$3.06M | – | 182 |
|
|
2023
Q3 | $3.06M | Buy |
+40,371
| New | +$3.06M | 1.01% | 22 |
|