Phoenix Financial’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 |
-3,765
| Closed | -$349K | – | 396 |
|
|
2024
Q4 | $349K | Sell |
3,765
-7,166
| -66% | -$664K | ﹤0.01% | 296 |
|
|
2024
Q3 | $1.06M | Sell |
10,931
-1,770
| -14% | -$172K | 0.02% | 216 |
|
|
2024
Q2 | $1.1M | Sell |
12,701
-5,100
| -29% | -$442K | 0.02% | 211 |
|
|
2024
Q1 | $1.6M | Sell |
17,801
-13,669
| -43% | -$1.23M | 0.02% | 203 |
|
|
2023
Q4 | $2.67M | Sell |
31,470
-15,483
| -33% | -$1.31M | 0.04% | 172 |
|
|
2023
Q3 | $3.56M | Buy |
46,953
+14,549
| +45% | +$1.1M | 0.07% | 129 |
|
|
2023
Q2 | $2.59M | Buy |
+32,404
| New | +$2.59M | 0.05% | 134 |
|