SFG Wealth Management’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
Q1 | – | Sell |
-34,208
| Closed | -$3.17M | – | 126 |
|
|
2024
Q4 | $3.17M | Sell |
34,208
-178
| -0.5% | -$16.5K | 1.66% | 11 |
|
|
2024
Q3 | $3.33M | Sell |
34,386
-46
| -0.1% | -$4.46K | 1.77% | 11 |
|
|
2024
Q2 | $2.98M | Buy |
34,432
+146
| +0.4% | +$12.6K | 1.7% | 12 |
|
|
2024
Q1 | $3.08M | Sell |
34,286
-15,014
| -30% | -$1.35M | 1.83% | 11 |
|
|
2023
Q4 | $4.18M | Buy |
49,300
+13,912
| +39% | +$1.18M | 2.78% | 8 |
|
|
2023
Q3 | $2.68M | Buy |
35,388
+15,707
| +80% | +$1.19M | 2.13% | 8 |
|
|
2023
Q2 | $1.57M | Buy |
19,681
+16,812
| +586% | +$1.34M | 1.32% | 12 |
|
|
2023
Q1 | $212K | Buy |
+2,869
| New | +$212K | 0.23% | 71 |
|
|
2022
Q2 | – | Sell |
-15,374
| Closed | -$1.15M | – | 91 |
|
|
2022
Q1 | $1.15M | Sell |
15,374
-17,703
| -54% | -$1.32M | 1.08% | 30 |
|
|
2021
Q4 | $2.52M | Buy |
+33,077
| New | +$2.52M | 2.24% | 12 |
|