Samalin Investment Counsel’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 | $748K | Buy |
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|
2025
Q2 | $703K | Sell |
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|
2025
Q1 | $852K | Sell |
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|
2024
Q4 | $1M | Buy |
|
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|
2024
Q3 | $709K | Buy |
|
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|
2024
Q2 | $590K | Buy |
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|
2024
Q1 | $589K | Buy |
|
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|
2023
Q4 | $542K | Sell |
|
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $595K | Buy |
|
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $475K | Buy |
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|
2022
Q1 | $539K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $368K | Buy |
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|
2021
Q1 | $295K | Buy |
|