Schaper Benz & Wise Investment Counsel’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 | $229K | Sell |
2,446
-6,731
| -73% | -$631K | 0.02% | 145 |
|
|
2025
Q1 | $808K | Buy |
9,177
+177
| +2% | +$15.6K | 0.07% | 104 |
|
|
2024
Q4 | $835K | Buy |
9,000
+65
| +0.7% | +$6.03K | 0.07% | 104 |
|
|
2024
Q3 | $866K | Buy |
8,935
+110
| +1% | +$10.7K | 0.07% | 104 |
|
|
2024
Q2 | $764K | Buy |
8,825
+584
| +7% | +$50.6K | 0.07% | 100 |
|
|
2024
Q1 | $741K | Buy |
8,241
+847
| +11% | +$76.1K | 0.06% | 100 |
|
|
2023
Q4 | $628K | Buy |
7,394
+673
| +10% | +$57.1K | 0.06% | 100 |
|
|
2023
Q3 | $510K | Buy |
+6,721
| New | +$510K | 0.05% | 103 |
|