Red Mountain Financial’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 | $271K | Hold |
2,892
| – | – | 0.3% | 53 |
|
|
2025
Q1 | $254K | Hold |
2,892
| – | – | 0.31% | 54 |
|
|
2024
Q4 | $268K | Buy |
2,892
+275
| +11% | +$25.5K | 0.29% | 51 |
|
|
2024
Q3 | $254K | Buy |
2,617
+105
| +4% | +$10.2K | 0.27% | 52 |
|
|
2024
Q2 | $218K | Buy |
+2,512
| New | +$218K | 0.26% | 57 |
|
|
2023
Q4 | $217K | Buy |
+2,562
| New | +$217K | 0.34% | 58 |
|