Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,937
| Closed | -$1.66M | – | 637 |
|
|
2024
Q4 | $1.66M | Sell |
17,937
-1,385
| -7% | -$128K | 0.08% | 212 |
|
|
2024
Q3 | $1.87M | Buy |
19,322
+534
| +3% | +$51.8K | 0.09% | 187 |
|
|
2024
Q2 | $1.63M | Buy |
+18,788
| New | +$1.63M | 0.19% | 90 |
|
|
2024
Q1 | – | Sell |
-16,290
| Closed | -$1.38M | – | 381 |
|
|
2023
Q4 | $1.38M | Buy |
+16,290
| New | +$1.38M | 0.09% | 214 |
|
|
2020
Q1 | – | Sell |
-22,755
| Closed | -$1.25M | – | 235 |
|
|
2019
Q4 | $1.25M | Buy |
22,755
+4,535
| +25% | +$248K | 0.6% | 32 |
|
|
2019
Q3 | $914K | Buy |
18,220
+16,555
| +994% | +$830K | 0.43% | 42 |
|
|
2019
Q2 | $800 | Buy |
+1,665
| New | +$800 | 0.03% | 302 |
|
|
2017
Q3 | – | Sell |
-11,340
| Closed | -$448K | – | 171 |
|
|
2017
Q2 | $448K | Sell |
11,340
-11,100
| -49% | -$439K | 0.28% | 85 |
|
|
2017
Q1 | $842K | Buy |
22,440
+6,940
| +45% | +$260K | 0.5% | 45 |
|
|
2016
Q4 | $540K | Buy |
+15,500
| New | +$540K | 0.43% | 58 |
|