Lifeworks Advisors’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 | $214K | Sell |
2,282
-4,354
| -66% | -$408K | 0.03% | 299 |
|
|
2025
Q1 | $584K | Sell |
6,636
-17,584
| -73% | -$1.55M | 0.1% | 169 |
|
|
2024
Q4 | $2.25M | Buy |
24,220
+1,067
| +5% | +$98.9K | 0.41% | 74 |
|
|
2024
Q3 | $2.24M | Sell |
23,153
-1,507
| -6% | -$146K | 0.44% | 68 |
|
|
2024
Q2 | $2.14M | Sell |
24,660
-1,598
| -6% | -$138K | 0.59% | 54 |
|
|
2024
Q1 | $2.36M | Buy |
+26,258
| New | +$2.36M | 0.66% | 46 |
|