Pursue 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 | $8.41M | Sell |
89,716
-749
| -0.8% | -$70.2K | 4.78% | 4 |
|
|
2025
Q1 | $7.96M | Sell |
90,465
-105
| -0.1% | -$9.24K | 4.85% | 3 |
|
|
2024
Q4 | $8.4M | Sell |
90,570
-45
| -0% | -$4.17K | 4.81% | 3 |
|
|
2024
Q3 | $8.79M | Sell |
90,615
-1,747
| -2% | -$169K | 4.8% | 2 |
|
|
2024
Q2 | $8M | Buy |
92,362
+4,350
| +5% | +$377K | 4.36% | 4 |
|
|
2024
Q1 | $7.91M | Buy |
88,012
+11,280
| +15% | +$1.01M | 4.66% | 5 |
|
|
2023
Q4 | $6.51M | Buy |
76,732
+3,815
| +5% | +$324K | 4.21% | 7 |
|
|
2023
Q3 | $5.53M | Buy |
72,917
+4,400
| +6% | +$334K | 3.92% | 4 |
|
|
2023
Q2 | $5.47M | Buy |
68,517
+2,961
| +5% | +$236K | 3.43% | 5 |
|
|
2023
Q1 | $4.84M | Buy |
65,556
+1,000
| +2% | +$73.8K | 3.31% | 4 |
|
|
2022
Q4 | $4.19M | Sell |
64,556
-10,139
| -14% | -$658K | 3.24% | 4 |
|
|
2022
Q3 | $4.48M | Buy |
74,695
+9,090
| +14% | +$545K | 3.22% | 6 |
|
|
2022
Q2 | $4.18M | Hold |
65,605
| – | – | 2.66% | 6 |
|
|
2022
Q1 | $4.87M | Hold |
65,605
| – | – | 2.01% | 14 |
|
|
2021
Q4 | $4.99M | Buy |
+65,605
| New | +$4.99M | 1.93% | 13 |
|