Sound View Wealth Advisors Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $433K | Buy |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $238K | Buy |
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