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 |
|