Retireful LLC’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 | $462K | Sell |
4,926
-9,841
| -67% | -$923K | 0.32% | 94 |
|
|
2025
Q1 | $1.73M | Buy |
+14,767
| New | +$1.73M | 1.63% | 14 |
|
|
2024
Q2 | – | Sell |
-78,210
| Closed | -$7.03M | – | 128 |
|
|
2024
Q1 | $7.03M | Sell |
78,210
-1,056
| -1% | -$94.9K | 2.92% | 3 |
|
|
2023
Q4 | $6.73M | Sell |
79,266
-2,916
| -4% | -$247K | 2.93% | 4 |
|
|
2023
Q3 | $6.23M | Buy |
+82,182
| New | +$6.23M | 2.97% | 7 |
|
|
2022
Q3 | – | Sell |
-3,991
| Closed | -$254K | – | 10 |
|
|
2022
Q2 | $254K | Buy |
+3,991
| New | +$254K | 0.55% | 7 |
|