Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.13M | Buy |
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|
2025
Q2 | $7.42M | Sell |
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|
2025
Q1 | $7.74M | Buy |
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|
2024
Q4 | $7.54M | Buy |
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|
2024
Q3 | $6.83M | Buy |
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|
2024
Q2 | $5.39M | Buy |
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|
2024
Q1 | $5.28M | Buy |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $332K | Buy |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $266K | Buy |
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|
2020
Q4 | $234K | Hold |
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|
2020
Q3 | $206K | Sell |
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|
2020
Q2 | $210K | Buy |
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