Regal Investment Advisors’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 | $337K | Buy |
3,597
+214
| +6% | +$20.1K | 0.03% | 402 |
|
|
2025
Q1 | $298K | Buy |
3,383
+406
| +14% | +$35.7K | 0.02% | 402 |
|
|
2024
Q4 | $276K | Buy |
2,977
+236
| +9% | +$21.9K | 0.02% | 425 |
|
|
2024
Q3 | $266K | Sell |
2,741
-710
| -21% | -$68.8K | 0.02% | 471 |
|
|
2024
Q2 | $299K | Sell |
3,451
-36
| -1% | -$3.12K | 0.02% | 461 |
|
|
2024
Q1 | $313K | Buy |
+3,487
| New | +$313K | 0.02% | 453 |
|
|
2015
Q4 | – | Sell |
-210
| Closed | -$5K | – | 648 |
|
|
2015
Q3 | $5K | Buy |
+210
| New | +$5K | ﹤0.01% | 807 |
|