Mendel Money 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
13,504
+75
| +0.6% | +$7.03K | 0.56% | 52 |
|
|
2025
Q1 | $1.18M | Buy |
13,429
+572
| +4% | +$50.3K | 0.56% | 51 |
|
|
2024
Q4 | $1.19M | Sell |
12,857
-1,235
| -9% | -$115K | 0.53% | 51 |
|
|
2024
Q3 | $1.37M | Buy |
14,092
+11,068
| +366% | +$1.07M | 0.59% | 51 |
|
|
2024
Q2 | $262K | Buy |
3,024
+339
| +13% | +$29.4K | 0.12% | 122 |
|
|
2024
Q1 | $241K | Buy |
+2,685
| New | +$241K | 0.11% | 121 |
|