Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $117K | Buy |
1,299
+70
| +6% | +$6.29K | 0.04% | 152 |
|
|
2023
Q4 | $104K | Buy |
1,229
+4
| +0.3% | +$340 | 0.04% | 154 |
|
|
2023
Q3 | $92.9K | Buy |
1,225
+200
| +20% | +$15.2K | 0.04% | 153 |
|
|
2023
Q2 | $81.8K | Hold |
1,025
| – | – | 0.03% | 157 |
|
|
2023
Q1 | $76K | Hold |
1,025
| – | – | 0.03% | 155 |
|
|
2022
Q4 | $67K | Buy |
1,025
+113
| +12% | +$7.39K | 0.03% | 163 |
|
|
2022
Q3 | $55K | Sell |
912
-208
| -19% | -$12.5K | 0.04% | 112 |
|
|
2022
Q2 | $71K | Sell |
1,120
-600
| -35% | -$38K | 0.03% | 183 |
|
|
2022
Q1 | $129K | Sell |
1,720
-150
| -8% | -$11.3K | 0.05% | 144 |
|
|
2021
Q4 | $142K | Buy |
1,870
+5
| +0.3% | +$380 | 0.06% | 139 |
|
|
2021
Q3 | $137K | Hold |
1,865
| – | – | 0.06% | 141 |
|
|
2021
Q2 | $138K | Buy |
1,865
+130
| +7% | +$9.62K | 0.07% | 137 |
|
|
2021
Q1 | $120K | Buy |
1,735
+1
| +0.1% | +$69 | 0.05% | 166 |
|
|
2020
Q4 | $107K | Sell |
1,734
-922
| -35% | -$56.9K | 0.05% | 174 |
|
|
2020
Q3 | $145K | Hold |
2,656
| – | – | 0.08% | 148 |
|
|
2020
Q2 | $139K | Buy |
+2,656
| New | +$139K | 0.09% | 140 |
|
|
2019
Q4 | $136K | Buy |
+2,475
| New | +$136K | 0.09% | 143 |
|