Sound Income Strategies’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 | $39.6K | Sell |
422
-112
| -21% | -$10.5K | ﹤0.01% | 578 |
|
|
2025
Q1 | $47K | Hold |
534
| – | – | ﹤0.01% | 517 |
|
|
2024
Q4 | $49.5K | Hold |
534
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $51.8K | Hold |
534
| – | – | ﹤0.01% | 438 |
|
|
2024
Q2 | $46.3K | Buy |
534
+70
| +15% | +$6.06K | ﹤0.01% | 453 |
|
|
2024
Q1 | $41.7K | Sell |
464
-339
| -42% | -$30.5K | ﹤0.01% | 442 |
|
|
2023
Q4 | $68.2K | Buy |
+803
| New | +$68.2K | 0.01% | 351 |
|
|
2023
Q2 | – | Sell |
-157
| Closed | -$11.6K | – | 1145 |
|
|
2023
Q1 | $11.6K | Buy |
+157
| New | +$11.6K | ﹤0.01% | 520 |
|
|
2019
Q2 | – | Sell |
-489
| Closed | -$23K | – | 725 |
|
|
2019
Q1 | $23K | Hold |
489
| – | – | 0.01% | 210 |
|
|
2018
Q4 | $20K | Hold |
489
| – | – | 0.01% | 233 |
|
|
2018
Q3 | $23K | Hold |
489
| – | – | 0.01% | 225 |
|
|
2018
Q2 | $21K | Hold |
489
| – | – | 0.01% | 210 |
|
|
2018
Q1 | $20K | Buy |
+489
| New | +$20K | 0.01% | 196 |
|