Sax 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 | $755K | Hold |
8,048
| – | – | 0.05% | 205 |
|
|
2025
Q1 | $708K | Hold |
8,048
| – | – | 0.05% | 176 |
|
|
2024
Q4 | $746K | Buy |
8,048
+28
| +0.3% | +$2.6K | 0.06% | 151 |
|
|
2024
Q3 | $778K | Buy |
8,020
+3
| +0% | +$291 | 0.07% | 112 |
|
|
2024
Q2 | $694K | Buy |
8,017
+890
| +12% | +$77.1K | 0.07% | 116 |
|
|
2024
Q1 | $641K | Buy |
7,127
+3,011
| +73% | +$271K | 0.07% | 100 |
|
|
2023
Q4 | $349K | Buy |
4,116
+725
| +21% | +$61.5K | 0.06% | 138 |
|
|
2023
Q3 | $257K | Buy |
+3,391
| New | +$257K | 0.05% | 151 |
|