Plotkin Financial Advisors’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
Q2 | $10.8M | Sell |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $9.64M | Buy |
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|
2024
Q1 | $9.93M | Buy |
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|
2023
Q4 | $6.8M | Buy |
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|
2023
Q3 | $5.69M | Buy |
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|
2023
Q2 | $5.06M | Buy |
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|
2023
Q1 | $3.04M | Buy |
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|
2022
Q4 | $2.18M | Buy |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $866K | Buy |
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