MONECO Advisors’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 | $305K | Buy |
3,253
+635
| +24% | +$59.6K | 0.03% | 376 |
|
2025
Q1 | $230K | Buy |
2,618
+383
| +17% | +$33.7K | 0.02% | 417 |
|
2024
Q4 | $207K | Buy |
2,235
+17
| +0.8% | +$1.58K | 0.02% | 446 |
|
2024
Q3 | $215K | Sell |
2,218
-132
| -6% | -$12.8K | 0.03% | 409 |
|
2024
Q2 | $204K | Sell |
2,350
-305
| -11% | -$26.4K | 0.03% | 405 |
|
2024
Q1 | $239K | Sell |
2,655
-847
| -24% | -$76.1K | 0.04% | 361 |
|
2023
Q4 | $297K | Buy |
3,502
+146
| +4% | +$12.4K | 0.06% | 291 |
|
2023
Q3 | $254K | Buy |
+3,356
| New | +$254K | 0.07% | 279 |
|