Retirement Guys Formula’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
2022
Q4
Sell
-3,634
Closed -$218K 129
2022
Q3
$218K Sell
3,634
-734
-17% -$44K 0.23% 111
2022
Q2
$278K Sell
4,368
-2,071
-32% -$132K 0.29% 105
2022
Q1
$481K Sell
6,439
-5,959
-48% -$445K 0.32% 55
2021
Q4
$944K Buy
+12,398
New +$944K 0.75% 26