OBWG
Onyx Bridge Wealth Group’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 | $8.02M | Sell |
85,494
-51,443
| -38% | -$4.82M | 1.06% | 28 |
|
|
2025
Q1 | $12.1M | Sell |
136,937
-1,803
| -1% | -$159K | 1.73% | 12 |
|
|
2024
Q4 | $12.9M | Buy |
138,740
+2,256
| +2% | +$209K | 1.85% | 12 |
|
|
2024
Q3 | $13.2M | Sell |
136,484
-547
| -0.4% | -$53K | 1.99% | 10 |
|
|
2024
Q2 | $11.9M | Buy |
137,031
+1,285
| +0.9% | +$111K | 1.95% | 11 |
|
|
2024
Q1 | $11.7M | Sell |
135,746
-13,571
| -9% | -$1.17M | 2.09% | 11 |
|
|
2023
Q4 | $12.7M | Buy |
149,317
+25,009
| +20% | +$2.12M | 2.56% | 9 |
|
|
2023
Q3 | $9.43M | Buy |
124,308
+12,745
| +11% | +$967K | 2.2% | 10 |
|
|
2023
Q2 | $8.9M | Buy |
+111,563
| New | +$8.9M | 2.13% | 11 |
|