MWM
MinichMacGregor Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Sell |
41,510
-144,945
| -78% | -$13.6M | 0.83% | 41 |
|
|
2025
Q1 | $16.4M | Sell |
186,455
-83,702
| -31% | -$7.37M | 3.68% | 5 |
|
|
2024
Q4 | $25.1M | Buy |
270,157
+7,965
| +3% | +$739K | 5.2% | 2 |
|
|
2024
Q3 | $25.4M | Sell |
262,192
-12,143
| -4% | -$1.18M | 5.45% | 2 |
|
|
2024
Q2 | $23.8M | Buy |
274,335
+30,429
| +12% | +$2.64M | 5.8% | 2 |
|
|
2024
Q1 | $21.8M | Buy |
243,906
+26,596
| +12% | +$2.37M | 5.56% | 2 |
|
|
2023
Q4 | $18.4M | Buy |
+217,310
| New | +$18.4M | 5.33% | 4 |
|
|
2020
Q3 | – | Sell |
-25,096
| Closed | -$1.31M | – | 70 |
|
|
2020
Q2 | $1.31M | Buy |
+25,096
| New | +$1.31M | 0.73% | 24 |
|