Maripau Wealth 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
Q1 | – | Sell |
-2,526
| Closed | -$214K | – | 144 |
|
|
2023
Q4 | $214K | Buy |
+2,526
| New | +$214K | 0.19% | 98 |
|
|
2023
Q3 | – | Sell |
-2,980
| Closed | -$238K | – | 109 |
|
|
2023
Q2 | $238K | Sell |
2,980
-774
| -21% | -$61.8K | 0.21% | 82 |
|
|
2023
Q1 | $277K | Sell |
3,754
-30
| -0.8% | -$2.22K | 0.29% | 62 |
|
|
2022
Q4 | $258K | Buy |
3,784
+441
| +13% | +$30K | 0.27% | 64 |
|
|
2022
Q3 | $214K | Buy |
+3,343
| New | +$214K | 0.23% | 78 |
|