Pathway Financial Advisers’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
Q1 | – | Sell |
-1,817
| Closed | -$168K | – | 315 |
|
|
2024
Q4 | $168K | Buy |
1,817
+1
| +0.1% | +$93 | 0.06% | 162 |
|
|
2024
Q3 | $176K | Buy |
1,816
+13
| +0.7% | +$1.26K | 0.08% | 124 |
|
|
2024
Q2 | $156K | Sell |
1,803
-312
| -15% | -$27K | 0.06% | 163 |
|
|
2024
Q1 | $190K | Sell |
2,115
-130
| -6% | -$11.7K | 0.07% | 159 |
|
|
2023
Q4 | $191K | Buy |
2,245
+205
| +10% | +$17.4K | 0.07% | 161 |
|
|
2023
Q3 | $155K | Buy |
+2,040
| New | +$155K | 0.06% | 165 |
|
|
2023
Q1 | $101K | Sell |
1,374
-258
| -16% | -$19K | 0.04% | 188 |
|
|
2022
Q4 | $106K | Buy |
+1,632
| New | +$106K | 0.04% | 188 |
|