Root Financial Partners’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 | $905K | Sell |
9,648
-136
| -1% | -$12.8K | 0.09% | 79 |
|
|
2025
Q1 | $861K | Sell |
9,784
-244
| -2% | -$21.5K | 0.09% | 78 |
|
|
2024
Q4 | $930K | Buy |
10,028
+380
| +4% | +$35.2K | 0.12% | 62 |
|
|
2024
Q3 | $935K | Hold |
9,648
| – | – | 0.15% | 50 |
|
|
2024
Q2 | $836K | Hold |
9,648
| – | – | 0.2% | 44 |
|
|
2024
Q1 | $867K | Buy |
9,648
+209
| +2% | +$18.8K | 0.26% | 38 |
|
|
2023
Q4 | $801K | Buy |
+9,439
| New | +$801K | 0.3% | 34 |
|