Laurel Wealth Planning’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 | $6.09M | Sell |
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|
2025
Q1 | $6.23M | Sell |
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|
2024
Q4 | $7.97M | Sell |
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|
2024
Q3 | $9.23M | Sell |
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|
2024
Q2 | $8.35M | Buy |
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|
2024
Q1 | $8.57M | Sell |
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|
2023
Q4 | $8.22M | Sell |
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|
2023
Q3 | $7.44M | Buy |
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|
2023
Q2 | $7.05M | Buy |
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|
2023
Q1 | $6.12M | Buy |
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|
2022
Q4 | $4.88M | Buy |
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|
2022
Q3 | $4.48M | Sell |
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|
2022
Q2 | $4.82M | Buy |
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|
2022
Q1 | $4.11M | Buy |
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|
2021
Q4 | $3.64M | Buy |
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|
2021
Q3 | $2.78M | Buy |
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|
2021
Q2 | $2.8M | Sell |
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|
2021
Q1 | $2.8M | Sell |
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|
2020
Q4 | $2.51M | Buy |
|