Private Client Services’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 | – | Sell |
-2,745
| Closed | -$242K | – | 216 |
|
|
2025
Q1 | $242K | Sell |
2,745
-378
| -12% | -$33.3K | 0.12% | 159 |
|
|
2024
Q4 | $290K | Buy |
3,123
+167
| +6% | +$15.5K | 0.16% | 127 |
|
|
2024
Q3 | $287K | Buy |
2,956
+55
| +2% | +$5.33K | 0.15% | 123 |
|
|
2024
Q2 | $251K | Buy |
2,901
+192
| +7% | +$16.6K | 0.16% | 115 |
|
|
2024
Q1 | $244K | Buy |
+2,709
| New | +$244K | 0.16% | 112 |
|