Peninsula Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $613K | Hold |
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|
2024
Q2 | $555K | Hold |
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|
2024
Q1 | $566K | Buy |
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|
2023
Q4 | $495K | Buy |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $373K | Buy |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $330K | Buy |
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