Miller Investment 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
Q1 | – | Sell |
-2,805
| Closed | -$260K | – | 102 |
|
|
2024
Q4 | $260K | Hold |
2,805
| – | – | 0.03% | 93 |
|
|
2024
Q3 | $272K | Hold |
2,805
| – | – | 0.03% | 95 |
|
|
2024
Q2 | $243K | Hold |
2,805
| – | – | 0.03% | 98 |
|
|
2024
Q1 | $252K | Hold |
2,805
| – | – | 0.03% | 97 |
|
|
2023
Q4 | $238K | Hold |
2,805
| – | – | 0.03% | 95 |
|
|
2023
Q3 | $213K | Buy |
+2,805
| New | +$213K | 0.03% | 94 |
|