Rothschild Investment LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $103K | Hold |
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|
2025
Q2 | $97.7K | Hold |
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|
2025
Q1 | $91.7K | Sell |
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|
2024
Q4 | $160K | Hold |
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|
2024
Q3 | $168K | Hold |
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|
2024
Q2 | $150K | Sell |
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|
2024
Q1 | $188K | Hold |
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|
2023
Q4 | $178K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $429K | Sell |
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|
2014
Q3 | $446K | Buy |
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