Mosaic 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 | $217K | Hold |
2,314
| – | – | 0.17% | 106 |
|
|
2025
Q1 | $204K | Hold |
2,314
| – | – | 0.17% | 114 |
|
|
2024
Q4 | $215K | Buy |
2,314
+31
| +1% | +$2.88K | 0.15% | 113 |
|
|
2024
Q3 | $221K | Hold |
2,283
| – | – | 0.16% | 114 |
|
|
2024
Q2 | $198K | Hold |
2,283
| – | – | 0.14% | 117 |
|
|
2024
Q1 | $205K | Buy |
+2,283
| New | +$205K | 0.16% | 118 |
|