Snider Financial Group’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
Q2 | – | Sell |
-67,692
| Closed | -$5.96M | – | 120 |
|
|
2025
Q1 | $5.96M | Buy |
67,692
+933
| +1% | +$82.1K | 1.94% | 15 |
|
|
2024
Q4 | $6.19M | Sell |
66,759
-97
| -0.1% | -$8.99K | 1.92% | 13 |
|
|
2024
Q3 | $6.48M | Sell |
66,856
-88
| -0.1% | -$8.53K | 2.37% | 13 |
|
|
2024
Q2 | $5.8M | Buy |
66,944
+745
| +1% | +$64.5K | 2.24% | 15 |
|
|
2024
Q1 | $5.95M | Buy |
66,199
+1,235
| +2% | +$111K | 2.48% | 13 |
|
|
2023
Q4 | $5.51M | Buy |
64,964
+1,534
| +2% | +$130K | 2.54% | 15 |
|
|
2023
Q3 | $4.81M | Buy |
63,430
+15,476
| +32% | +$1.17M | 2.33% | 15 |
|
|
2023
Q2 | $3.83M | Sell |
47,954
-267
| -0.6% | -$21.3K | 1.83% | 17 |
|
|
2023
Q1 | $3.56M | Sell |
48,221
-495
| -1% | -$36.5K | 1.9% | 16 |
|
|
2022
Q4 | $3.16M | Sell |
48,716
-627
| -1% | -$40.7K | 1.75% | 20 |
|
|
2022
Q3 | $3.16M | Buy |
49,343
+293
| +0.6% | +$18.8K | 1.72% | 20 |
|
|
2022
Q2 | $3.13M | Buy |
+49,050
| New | +$3.13M | 1.7% | 21 |
|