Rooted Wealth 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 | $3.26M | Sell |
33,796
-6,902
| -17% | -$666K | 1.13% | 21 |
|
|
2025
Q1 | $3.2M | Buy |
40,698
+2,796
| +7% | +$220K | 1.38% | 19 |
|
|
2024
Q4 | $3.51M | Buy |
37,902
+3,439
| +10% | +$319K | 1.37% | 16 |
|
|
2024
Q3 | $3.29M | Sell |
34,463
-33,620
| -49% | -$3.21M | 1.47% | 14 |
|
|
2024
Q2 | $6.03M | Buy |
68,083
+6,368
| +10% | +$564K | 2.66% | 11 |
|
|
2024
Q1 | $5.45M | Buy |
61,715
+2,262
| +4% | +$200K | 2.69% | 11 |
|
|
2023
Q4 | $5.02M | Buy |
59,453
+8,241
| +16% | +$696K | 2.63% | 11 |
|
|
2023
Q3 | $3.97M | Buy |
51,212
+40,825
| +393% | +$3.16M | 2.44% | 12 |
|
|
2023
Q2 | $825K | Buy |
+10,387
| New | +$825K | 0.56% | 31 |
|