Ruggaard & Associates’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 | – | Sell |
-133,138
| Closed | -$11.7M | – | 121 |
|
|
2025
Q1 | $11.7M | Sell |
133,138
-1,887
| -1% | -$166K | 5.13% | 9 |
|
|
2024
Q4 | $12.5M | Buy |
135,025
+1,630
| +1% | +$151K | 5.49% | 8 |
|
|
2024
Q3 | $12.9M | Buy |
133,395
+2,476
| +2% | +$240K | 5.63% | 6 |
|
|
2024
Q2 | $11.3M | Buy |
130,919
+2,957
| +2% | +$256K | 5.24% | 8 |
|
|
2024
Q1 | $11.5M | Buy |
127,962
+117,345
| +1,105% | +$10.5M | 5.47% | 8 |
|
|
2023
Q4 | $901K | Buy |
+10,617
| New | +$901K | 0.48% | 24 |
|