LWP
Laurel Wealth Planning’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09M | Sell |
64,883
-5,910
| -8% | -$554K | 3.46% | 10 |
|
|
2025
Q1 | $6.23M | Sell |
70,793
-15,206
| -18% | -$1.34M | 4.14% | 7 |
|
|
2024
Q4 | $7.97M | Sell |
85,999
-9,229
| -10% | -$856K | 5.14% | 5 |
|
|
2024
Q3 | $9.23M | Sell |
95,228
-1,120
| -1% | -$109K | 6.03% | 5 |
|
|
2024
Q2 | $8.35M | Buy |
96,348
+987
| +1% | +$85.5K | 5.81% | 5 |
|
|
2024
Q1 | $8.57M | Sell |
95,361
-1,527
| -2% | -$137K | 5.7% | 6 |
|
|
2023
Q4 | $8.22M | Sell |
96,888
-1,217
| -1% | -$103K | 5.82% | 6 |
|
|
2023
Q3 | $7.44M | Buy |
98,105
+9,769
| +11% | +$741K | 5.79% | 6 |
|
|
2023
Q2 | $7.05M | Buy |
88,336
+5,451
| +7% | +$435K | 5.03% | 5 |
|
|
2023
Q1 | $6.12M | Buy |
82,885
+7,738
| +10% | +$571K | 4.05% | 6 |
|
|
2022
Q4 | $4.88M | Buy |
75,147
+501
| +0.7% | +$32.5K | 3.15% | 6 |
|
|
2022
Q3 | $4.48M | Sell |
74,646
-960
| -1% | -$57.6K | 3.3% | 7 |
|
|
2022
Q2 | $4.82M | Buy |
75,606
+20,657
| +38% | +$1.32M | 3.39% | 8 |
|
|
2022
Q1 | $4.11M | Buy |
54,949
+7,162
| +15% | +$535K | 2.77% | 9 |
|
|
2021
Q4 | $3.64M | Buy |
47,787
+9,847
| +26% | +$749K | 2.76% | 13 |
|
|
2021
Q3 | $2.78M | Buy |
37,940
+123
| +0.3% | +$9.01K | 2.24% | 17 |
|
|
2021
Q2 | $2.8M | Sell |
37,817
-2,589
| -6% | -$192K | 2.44% | 17 |
|
|
2021
Q1 | $2.8M | Sell |
40,406
-46
| -0.1% | -$3.19K | 2.56% | 17 |
|
|
2020
Q4 | $2.51M | Buy |
+40,452
| New | +$2.51M | 2.45% | 18 |
|