Principal Securities’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 | $3.95M | Buy |
42,153
+16,296
| +63% | +$1.53M | 0.07% | 257 |
|
2025
Q1 | $2.4M | Hold |
25,857
| – | – | 0.05% | 308 |
|
2024
Q4 | $2.4M | Buy |
25,857
+3,911
| +18% | +$363K | 0.05% | 307 |
|
2024
Q3 | $2.13M | Buy |
21,946
+1,220
| +6% | +$118K | 0.05% | 324 |
|
2024
Q2 | $1.8M | Buy |
20,726
+1,825
| +10% | +$158K | 0.05% | 323 |
|
2024
Q1 | $1.7M | Buy |
18,901
+1,820
| +11% | +$164K | 0.05% | 313 |
|
2023
Q4 | $1.45M | Buy |
+17,081
| New | +$1.45M | 0.05% | 317 |
|