Rollins Financial Advisors’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 | $1.69M | Sell |
18,005
-3,300
| -15% | -$310K | 0.27% | 49 |
|
|
2025
Q1 | $1.87M | Sell |
21,305
-4,019
| -16% | -$354K | 0.33% | 45 |
|
|
2024
Q4 | $2.35M | Sell |
25,324
-3,084
| -11% | -$286K | 0.37% | 38 |
|
|
2024
Q3 | $2.75M | Sell |
28,408
-6,925
| -20% | -$671K | 0.46% | 35 |
|
|
2024
Q2 | $3.06M | Sell |
35,333
-11,375
| -24% | -$985K | 0.53% | 28 |
|
|
2024
Q1 | $4.2M | Buy |
46,708
+180
| +0.4% | +$16.2K | 0.79% | 25 |
|
|
2023
Q4 | $3.95M | Buy |
+46,528
| New | +$3.95M | 0.82% | 21 |
|