Peninsula Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $449K | Sell |
4,837
-1,454
| -23% | -$135K | 0.08% | 77 |
|
|
2024
Q3 | $613K | Hold |
6,291
| – | – | 0.11% | 65 |
|
|
2024
Q2 | $555K | Hold |
6,291
| – | – | 0.1% | 62 |
|
|
2024
Q1 | $566K | Buy |
6,291
+455
| +8% | +$40.9K | 0.11% | 60 |
|
|
2023
Q4 | $495K | Buy |
5,836
+198
| +4% | +$16.8K | 0.1% | 58 |
|
|
2023
Q3 | $412K | Buy |
5,638
+40
| +0.7% | +$2.93K | 0.1% | 51 |
|
|
2023
Q2 | $447K | Buy |
5,598
+543
| +11% | +$43.3K | 0.12% | 46 |
|
|
2023
Q1 | $373K | Buy |
5,055
+211
| +4% | +$15.6K | 0.11% | 46 |
|
|
2022
Q4 | $314K | Buy |
4,844
+42
| +0.9% | +$2.73K | 0.1% | 50 |
|
|
2022
Q3 | $288K | Buy |
4,802
+82
| +2% | +$4.92K | 0.1% | 50 |
|
|
2022
Q2 | $301K | Hold |
4,720
| – | – | 0.1% | 49 |
|
|
2022
Q1 | $353K | Buy |
4,720
+390
| +9% | +$29.2K | 0.1% | 46 |
|
|
2021
Q4 | $330K | Buy |
+4,330
| New | +$330K | 0.09% | 52 |
|