Resurgent Financial 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 | $634K | Sell |
6,755
-1,176
| -15% | -$110K | 0.35% | 79 |
|
|
2025
Q1 | $698K | Sell |
7,931
-584
| -7% | -$51.4K | 0.42% | 67 |
|
|
2024
Q4 | $790K | Sell |
8,515
-874
| -9% | -$81K | 0.46% | 61 |
|
|
2024
Q3 | $910K | Buy |
9,389
+60
| +0.6% | +$5.82K | 0.53% | 51 |
|
|
2024
Q2 | $808K | Sell |
9,329
-9,329
| -50% | -$808K | 0.5% | 54 |
|
|
2024
Q1 | $1.68M | Buy |
18,658
+9,499
| +104% | +$854K | 0.89% | 29 |
|
|
2023
Q4 | $777K | Sell |
9,159
-1,406
| -13% | -$119K | 0.48% | 52 |
|
|
2023
Q3 | $801K | Sell |
10,565
-300
| -3% | -$22.8K | 0.55% | 41 |
|
|
2023
Q2 | $867K | Buy |
10,865
+990
| +10% | +$79K | 0.57% | 41 |
|
|
2023
Q1 | $729K | Buy |
9,875
+708
| +8% | +$52.3K | 0.49% | 51 |
|
|
2022
Q4 | $595K | Buy |
9,167
+5,527
| +152% | +$359K | 0.31% | 75 |
|
|
2022
Q3 | $218K | Buy |
+3,640
| New | +$218K | 0.15% | 171 |
|