ORG 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 |
-8,375
| Closed | -$734K | – | 1586 |
|
2025
Q1 | $734K | Buy |
+8,375
| New | +$734K | 0.18% | 106 |
|
2024
Q1 | – | Sell |
-36
| Closed | -$3.11K | – | 883 |
|
2023
Q4 | $3.11K | Buy |
+36
| New | +$3.11K | ﹤0.01% | 908 |
|
2023
Q3 | – | Sell |
-296
| Closed | -$23.6K | – | 1525 |
|
2023
Q2 | $23.6K | Buy |
+296
| New | +$23.6K | ﹤0.01% | 841 |
|