Simplicity Wealth’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
2024
Q3
Sell
-17,542
Closed -$1.52M 929
2024
Q2
$1.52M Buy
17,542
+739
+4% +$64K 0.03% 415
2024
Q1
$1.51M Buy
16,803
+14,438
+610% +$1.3M 0.04% 414
2023
Q4
$201K Buy
+2,365
New +$201K 0.08% 177