OWA
Opal 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 | $3.62M | Buy |
38,604
+2,233
| +6% | +$209K | 1% | 15 |
|
|
2025
Q1 | $3.2M | Buy |
36,371
+4,329
| +14% | +$381K | 0.99% | 16 |
|
|
2024
Q4 | $2.97M | Buy |
32,042
+3,057
| +11% | +$283K | 0.89% | 21 |
|
|
2024
Q3 | $2.81M | Buy |
28,985
+1,049
| +4% | +$102K | 0.88% | 20 |
|
|
2024
Q2 | $2.42M | Buy |
27,936
+344
| +1% | +$29.8K | 0.78% | 21 |
|
|
2024
Q1 | $2.48M | Buy |
27,592
+3,911
| +17% | +$352K | 0.84% | 20 |
|
|
2023
Q4 | $2.01M | Buy |
23,681
+662
| +3% | +$56.2K | 0.79% | 23 |
|
|
2023
Q3 | $1.75M | Buy |
23,019
+17,820
| +343% | +$1.35M | 1.02% | 14 |
|
|
2023
Q2 | $415K | Buy |
5,199
+1,843
| +55% | +$147K | 0.21% | 62 |
|
|
2023
Q1 | $248K | Buy |
+3,356
| New | +$248K | 0.14% | 90 |
|