Lifestyle Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,170
| Closed | -$1.47M | – | 114 |
|
|
2024
Q3 | $1.47M | Sell |
15,170
-18
| -0.1% | -$1.75K | 0.81% | 19 |
|
|
2024
Q2 | $1.32M | Sell |
15,188
-16,956
| -53% | -$1.47M | 0.76% | 21 |
|
|
2024
Q1 | $2.89M | Sell |
32,144
-2,073
| -6% | -$186K | 1.71% | 10 |
|
|
2023
Q4 | $2.9M | Sell |
34,217
-56,053
| -62% | -$4.76M | 1.61% | 11 |
|
|
2023
Q3 | $6.85M | Sell |
90,270
-326
| -0.4% | -$24.7K | 4.15% | 8 |
|
|
2023
Q2 | $7.23M | Buy |
+90,596
| New | +$7.23M | 4.34% | 7 |
|