NorthRock Partners’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 | – | Sell |
-462
| Closed | -$40.7K | – | 933 |
|
|
2025
Q1 | $40.7K | Buy |
462
+382
| +478% | +$33.6K | ﹤0.01% | 695 |
|
|
2024
Q4 | $7.42K | Sell |
80
-1,090
| -93% | -$101K | ﹤0.01% | 727 |
|
|
2024
Q3 | $113K | Hold |
1,170
| – | – | ﹤0.01% | 639 |
|
|
2024
Q2 | $101K | Hold |
1,170
| – | – | ﹤0.01% | 617 |
|
|
2024
Q1 | $105K | Hold |
1,170
| – | – | ﹤0.01% | 623 |
|
|
2023
Q4 | $99.3K | Buy |
+1,170
| New | +$99.3K | ﹤0.01% | 588 |
|