Merriman 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
Q4
$440K Hold
4,748
0.02% 139
2024
Q3
$460K Hold
4,748
0.02% 150
2024
Q2
$411K Hold
4,748
0.02% 149
2024
Q1
$427K Hold
4,748
0.02% 147
2023
Q4
$403K Hold
4,748
0.02% 141
2023
Q3
$360K Hold
4,748
0.02% 134
2023
Q2
$379K Buy
+4,748
New +$379K 0.02% 156