Midwest Financial Group’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 | $5.36M | Buy |
57,131
+257
| +0.5% | +$24.1K | 2.82% | 9 |
|
|
2025
Q1 | $5M | Buy |
56,874
+1,383
| +2% | +$122K | 2.91% | 8 |
|
|
2024
Q4 | $5.15M | Sell |
55,491
-832
| -1% | -$77.1K | 2.95% | 8 |
|
|
2024
Q3 | $5.46M | Buy |
56,323
+1,460
| +3% | +$142K | 3.21% | 9 |
|
|
2024
Q2 | $4.75M | Buy |
54,863
+14,064
| +34% | +$1.22M | 3.02% | 8 |
|
|
2024
Q1 | $3.67M | Buy |
40,799
+12,420
| +44% | +$1.12M | 2.46% | 13 |
|
|
2023
Q4 | $2.41M | Buy |
+28,379
| New | +$2.41M | 1.8% | 14 |
|