Rothschild Investment LLC’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 | $97.7K | Hold |
1,042
| – | – | 0.01% | 648 |
|
|
2025
Q1 | $91.7K | Sell |
1,042
-686
| -40% | -$60.4K | 0.01% | 648 |
|
|
2024
Q4 | $160K | Hold |
1,728
| – | – | 0.01% | 552 |
|
|
2024
Q3 | $168K | Hold |
1,728
| – | – | 0.01% | 552 |
|
|
2024
Q2 | $150K | Sell |
1,728
-366
| -17% | -$31.7K | 0.01% | 548 |
|
|
2024
Q1 | $188K | Hold |
2,094
| – | – | 0.01% | 477 |
|
|
2023
Q4 | $178K | Buy |
+2,094
| New | +$178K | 0.01% | 433 |
|
|
2015
Q1 | – | Sell |
-13,819
| Closed | -$429K | – | 507 |
|
|
2014
Q4 | $429K | Sell |
13,819
-433
| -3% | -$13.4K | 0.05% | 313 |
|
|
2014
Q3 | $446K | Buy |
+14,252
| New | +$446K | 0.05% | 315 |
|