Sound View Wealth Advisors Group’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 | $523K | Sell |
5,581
-98
| -2% | -$9.19K | 0.04% | 261 |
|
|
2025
Q1 | $500K | Sell |
5,679
-580
| -9% | -$51K | 0.04% | 258 |
|
|
2024
Q4 | $580K | Buy |
6,259
+7
| +0.1% | +$649 | 0.05% | 242 |
|
|
2024
Q3 | $606K | Buy |
6,252
+204
| +3% | +$19.8K | 0.05% | 235 |
|
|
2024
Q2 | $524K | Buy |
6,048
+1,235
| +26% | +$107K | 0.05% | 231 |
|
|
2024
Q1 | $433K | Buy |
4,813
+2,003
| +71% | +$180K | 0.05% | 257 |
|
|
2023
Q4 | $238K | Hold |
2,810
| – | – | 0.03% | 342 |
|
|
2023
Q3 | $213K | Hold |
2,810
| – | – | 0.03% | 345 |
|
|
2023
Q2 | $224K | Hold |
2,810
| – | – | 0.03% | 337 |
|
|
2023
Q1 | $207K | Hold |
2,810
| – | – | 0.03% | 347 |
|
|
2022
Q4 | $238K | Buy |
+2,810
| New | +$238K | 0.03% | 342 |
|