MGB 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
Q2 | $813K | Sell |
8,674
-1,510
| -15% | -$142K | 0.27% | 87 |
|
|
2025
Q1 | $896K | Hold |
10,184
| – | – | 0.32% | 81 |
|
|
2024
Q4 | $944K | Buy |
10,184
+2,928
| +40% | +$271K | 0.29% | 71 |
|
|
2024
Q3 | $703K | Hold |
7,256
| – | – | 0.26% | 88 |
|
|
2024
Q2 | $638K | Hold |
7,256
| – | – | 0.24% | 91 |
|
|
2024
Q1 | $651K | Buy |
7,256
+525
| +8% | +$47.1K | 0.26% | 93 |
|
|
2023
Q4 | $572K | Buy |
+6,731
| New | +$572K | 0.29% | 97 |
|