NIWA
New Insight Wealth Advisors’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 | $345K | Sell |
3,680
-1,610
| -30% | -$151K | 0.14% | 83 |
|
|
2025
Q1 | $466K | Hold |
5,290
| – | – | 0.21% | 63 |
|
|
2024
Q4 | $491K | Hold |
5,290
| – | – | 0.25% | 54 |
|
|
2024
Q3 | $513K | Hold |
5,290
| – | – | 0.27% | 47 |
|
|
2024
Q2 | $458K | Hold |
5,290
| – | – | 0.27% | 47 |
|
|
2024
Q1 | $476K | Hold |
5,290
| – | – | 0.3% | 44 |
|
|
2023
Q4 | $449K | Buy |
+5,290
| New | +$449K | 0.3% | 47 |
|