Merkkuri Wealth 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
$1.01M Sell
10,784
-4,224
-28% -$396K 0.77% 40
2025
Q1
$1.32M Sell
15,008
-1,074
-7% -$94.5K 1.13% 30
2024
Q4
$1.49M Buy
16,082
+208
+1% +$19.3K 1.18% 30
2024
Q3
$1.54M Hold
15,874
1.21% 29
2024
Q2
$1.37M Buy
+15,874
New +$1.37M 1.27% 26