Richard W. Paul & Associates’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
Q1 | – | Sell |
-50
| Closed | -$4.64K | – | 447 |
|
|
2024
Q4 | $4.64K | Hold |
50
| – | – | ﹤0.01% | 358 |
|
|
2024
Q3 | $4.85K | Hold |
50
| – | – | ﹤0.01% | 346 |
|
|
2024
Q2 | $4.33K | Sell |
50
-1,223
| -96% | -$106K | ﹤0.01% | 348 |
|
|
2024
Q1 | $114K | Sell |
1,273
-381
| -23% | -$34.3K | 0.05% | 182 |
|
|
2023
Q4 | $140K | Buy |
1,654
+1,604
| +3,208% | +$136K | 0.06% | 182 |
|
|
2023
Q3 | $3.79K | Hold |
50
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $3.99K | Hold |
50
| – | – | ﹤0.01% | 379 |
|
|
2023
Q1 | $3.69K | Sell |
50
-1
| -2% | -$74 | ﹤0.01% | 396 |
|
|
2022
Q4 | $3.31K | Buy |
+51
| New | +$3.31K | ﹤0.01% | 401 |
|