RSWM
Robertson Stephens Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
122,685
-8,405
| -6% | -$788K | 0.37% | 53 |
|
|
2025
Q1 | $11.5M | Sell |
131,090
-2,587
| -2% | -$228K | 0.4% | 47 |
|
|
2024
Q4 | $12.4M | Sell |
133,677
-6,204
| -4% | -$575K | 0.44% | 46 |
|
|
2024
Q3 | $13.6M | Buy |
139,881
+128,528
| +1,132% | +$12.5M | 0.49% | 45 |
|
|
2024
Q2 | $983K | Buy |
+11,353
| New | +$983K | 0.05% | 229 |
|
|
2023
Q4 | – | Sell |
-71,576
| Closed | -$5.43M | – | 466 |
|
|
2023
Q3 | $5.43M | Buy |
+71,576
| New | +$5.43M | 0.37% | 59 |
|