Portside Wealth Group’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 | $222K | Hold |
2,363
| – | – | 0.03% | 423 |
|
|
2025
Q1 | $208K | Hold |
2,363
| – | – | 0.03% | 399 |
|
|
2024
Q4 | $219K | Hold |
2,363
| – | – | 0.04% | 382 |
|
|
2024
Q3 | $229K | Buy |
+2,363
| New | +$229K | 0.04% | 354 |
|
|
2024
Q2 | – | Sell |
-2,363
| Closed | -$212K | – | 376 |
|
|
2024
Q1 | $212K | Sell |
2,363
-402
| -15% | -$36.1K | 0.04% | 346 |
|
|
2023
Q4 | $235K | Sell |
2,765
-20
| -0.7% | -$1.7K | 0.04% | 308 |
|
|
2023
Q3 | $211K | Buy |
+2,785
| New | +$211K | 0.04% | 314 |
|