Principle Wealth Partners’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 | $966K | Sell |
10,294
-200
| -2% | -$18.8K | 0.06% | 164 |
|
|
2025
Q1 | $923K | Sell |
10,494
-910
| -8% | -$80.1K | 0.07% | 163 |
|
|
2024
Q4 | $1.06M | Sell |
11,404
-835
| -7% | -$77.4K | 0.07% | 148 |
|
|
2024
Q3 | $1.19M | Sell |
12,239
-389
| -3% | -$37.7K | 0.08% | 146 |
|
|
2024
Q2 | $1.09M | Sell |
12,628
-360
| -3% | -$31.2K | 0.08% | 148 |
|
|
2024
Q1 | $1.17M | Sell |
12,988
-84
| -0.6% | -$7.55K | 0.09% | 144 |
|
|
2023
Q4 | $1.11M | Buy |
13,072
+1,738
| +15% | +$148K | 0.1% | 147 |
|
|
2023
Q3 | $860K | Buy |
11,334
+2,631
| +30% | +$200K | 0.09% | 157 |
|
|
2023
Q2 | $694K | Buy |
+8,703
| New | +$694K | 0.07% | 171 |
|