Mission 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 | $550K | Sell |
5,869
-3,681
| -39% | -$345K | 0.01% | 431 |
|
|
2025
Q1 | $840K | Sell |
9,550
-1,013
| -10% | -$89.1K | 0.02% | 323 |
|
|
2024
Q4 | $979K | Buy |
10,563
+52
| +0.5% | +$4.82K | 0.02% | 278 |
|
|
2024
Q3 | $1.02M | Buy |
10,511
+298
| +3% | +$28.9K | 0.02% | 281 |
|
|
2024
Q2 | $885K | Sell |
10,213
-153,173
| -94% | -$13.3M | 0.02% | 282 |
|
|
2024
Q1 | $14.7M | Buy |
163,386
+156,758
| +2,365% | +$14.1M | 0.39% | 35 |
|
|
2023
Q4 | $563K | Buy |
+6,628
| New | +$563K | 0.02% | 334 |
|