Simplicity Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.19M | Buy |
+14,067
| New | +$1.19M | 0.03% | 401 |
|
|
2021
Q1 | – | Sell |
-30,045
| Closed | -$1.86M | – | 794 |
|
|
2020
Q4 | $1.86M | Buy |
30,045
+23,525
| +361% | +$1.46M | 0.03% | 399 |
|
|
2020
Q3 | $356K | Buy |
6,520
+1,019
| +19% | +$55.6K | 0.01% | 690 |
|
|
2020
Q2 | $287K | Buy |
+5,501
| New | +$287K | 0.01% | 736 |
|
|
2020
Q1 | – | Sell |
-4,301
| Closed | -$236K | – | 840 |
|
|
2019
Q4 | $236K | Buy |
+4,301
| New | +$236K | 0.01% | 751 |
|
|
2019
Q2 | – | Sell |
-5,701
| Closed | -$266K | – | 788 |
|
|
2019
Q1 | $266K | Buy |
+5,701
| New | +$266K | 0.02% | 574 |
|