LA
LexAurum Advisors’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 | $1.28M | Buy |
13,660
+7,504
| +122% | +$704K | 0.2% | 96 |
|
|
2025
Q1 | $542K | Buy |
+6,156
| New | +$542K | 0.1% | 177 |
|
|
2021
Q4 | – | Sell |
-7,415
| Closed | -$543K | – | 278 |
|
|
2021
Q3 | $543K | Hold |
7,415
| – | – | 0.16% | 155 |
|
|
2021
Q2 | $549K | Hold |
7,415
| – | – | 0.16% | 151 |
|
|
2021
Q1 | $514K | Hold |
7,415
| – | – | 0.18% | 135 |
|
|
2020
Q4 | $460K | Buy |
+7,415
| New | +$460K | 0.16% | 144 |
|