SWM
SK Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Sell |
187,805
-21,680
| -10% | -$2.09M | 7.87% | 4 |
|
|
2025
Q1 | $16.8M | Sell |
209,485
-28,111
| -12% | -$2.25M | 9.01% | 4 |
|
|
2024
Q4 | $22M | Buy |
237,596
+100
| +0% | +$9.27K | 11.22% | 3 |
|
|
2024
Q3 | $22.3M | Buy |
+237,496
| New | +$22.3M | 11.38% | 3 |
|