SimpliFi Inc’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 |
-27,158
| Closed | -$2.52M | – | 43 |
|
|
2024
Q4 | $2.52M | Buy |
27,158
+165
| +0.6% | +$15.3K | 1.15% | 13 |
|
|
2024
Q3 | $2.62M | Sell |
26,993
-559
| -2% | -$54.2K | 1.16% | 13 |
|
|
2024
Q2 | $2.39M | Buy |
27,552
+31
| +0.1% | +$2.69K | 1.1% | 13 |
|
|
2024
Q1 | $2.47M | Buy |
27,521
+2,666
| +11% | +$240K | 1.13% | 13 |
|
|
2023
Q4 | $1.89M | Hold |
24,855
| – | – | 0.93% | 13 |
|
|
2023
Q3 | $1.89M | Buy |
24,855
+475
| +2% | +$36K | 0.93% | 13 |
|
|
2023
Q2 | $1.95M | Buy |
+24,380
| New | +$1.95M | 0.92% | 14 |
|