Philip James Wealth Mangement’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 | $15.8M | Buy |
168,555
+1,568
| +0.9% | +$147K | 2.02% | 6 |
|
|
2025
Q1 | $14.7M | Sell |
166,987
-49
| -0% | -$4.31K | 1.79% | 7 |
|
|
2024
Q4 | $15.5M | Buy |
167,036
+3,761
| +2% | +$349K | 2% | 7 |
|
|
2024
Q3 | $15.8M | Buy |
163,275
+2,293
| +1% | +$222K | 1.94% | 6 |
|
|
2024
Q2 | $13.9M | Buy |
160,982
+22,113
| +16% | +$1.92M | 9.28% | 2 |
|
|
2024
Q1 | $12.5M | Buy |
138,869
+6,645
| +5% | +$597K | 8.84% | 2 |
|
|
2023
Q4 | $11.2M | Buy |
+132,224
| New | +$11.2M | 8.69% | 2 |
|