Ogorek Anthony Joseph’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 | $16K | Sell |
175
-33,801
| -99% | -$3.09M | ﹤0.01% | 313 |
|
|
2025
Q1 | $2.99M | Sell |
33,976
-81,085
| -70% | -$7.13M | 0.98% | 22 |
|
|
2024
Q4 | $10.7M | Sell |
115,061
-8,730
| -7% | -$809K | 3.39% | 9 |
|
|
2024
Q3 | $12M | Sell |
123,791
-5,971
| -5% | -$579K | 4.12% | 7 |
|
|
2024
Q2 | $11.2M | Sell |
129,762
-1,452
| -1% | -$126K | 3.9% | 7 |
|
|
2024
Q1 | $11.8M | Sell |
131,214
-880
| -0.7% | -$79.1K | 4.1% | 8 |
|
|
2023
Q4 | $11.2M | Buy |
132,094
+2,939
| +2% | +$249K | 4.07% | 6 |
|
|
2023
Q3 | $9.8M | Buy |
+129,155
| New | +$9.8M | 3.86% | 6 |
|