M3 Advisory Group’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 | $1.28M | Buy |
13,697
+380
| +3% | +$35.6K | 0.89% | 24 |
|
|
2025
Q1 | $1.17M | Buy |
13,317
+210
| +2% | +$18.5K | 0.93% | 24 |
|
|
2024
Q4 | $1.22M | Buy |
13,107
+516
| +4% | +$47.8K | 0.87% | 25 |
|
|
2024
Q3 | $1.22M | Buy |
12,591
+1,068
| +9% | +$104K | 0.9% | 24 |
|
|
2024
Q2 | $998K | Buy |
11,523
+913
| +9% | +$79.1K | 0.82% | 26 |
|
|
2024
Q1 | $954K | Buy |
10,610
+1,057
| +11% | +$95K | 0.86% | 27 |
|
|
2023
Q4 | $811K | Buy |
+9,553
| New | +$811K | 0.95% | 28 |
|