Spire Wealth Management’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 | $290K | Sell |
3,095
-629
| -17% | -$59K | 0.01% | 659 |
|
|
2025
Q1 | $328K | Buy |
3,724
+41
| +1% | +$3.61K | 0.01% | 690 |
|
|
2024
Q4 | $342K | Sell |
3,683
-1
| -0% | -$93 | 0.01% | 674 |
|
|
2024
Q3 | $357K | Sell |
3,684
-850
| -19% | -$82.4K | 0.01% | 597 |
|
|
2024
Q2 | $393K | Sell |
4,534
-316
| -7% | -$27.4K | 0.01% | 538 |
|
|
2024
Q1 | $436K | Buy |
4,850
+133
| +3% | +$12K | 0.01% | 553 |
|
|
2023
Q4 | $396K | Buy |
4,717
+968
| +26% | +$81.3K | 0.01% | 572 |
|
|
2023
Q3 | $284K | Sell |
3,749
-135
| -3% | -$10.2K | 0.01% | 607 |
|
|
2023
Q2 | $310K | Sell |
3,884
-3,157
| -45% | -$252K | 0.01% | 608 |
|
|
2023
Q1 | $520K | Sell |
7,041
-3,058
| -30% | -$226K | 0.02% | 483 |
|
|
2022
Q4 | $656K | Buy |
10,099
+424
| +4% | +$27.5K | 0.04% | 303 |
|
|
2022
Q3 | $580K | Buy |
9,675
+221
| +2% | +$13.2K | 0.04% | 303 |
|
|
2022
Q2 | $602K | Sell |
9,454
-11,737
| -55% | -$747K | 0.02% | 427 |
|
|
2022
Q1 | $1.58M | Sell |
21,191
-1,581
| -7% | -$118K | 0.04% | 305 |
|
|
2021
Q4 | $1.73M | Buy |
22,772
+13,873
| +156% | +$1.06M | 0.04% | 334 |
|
|
2021
Q3 | $652K | Buy |
8,899
+2,763
| +45% | +$202K | 0.02% | 523 |
|
|
2021
Q2 | $454K | Buy |
6,136
+4,230
| +222% | +$313K | 0.01% | 638 |
|
|
2021
Q1 | $132K | Buy |
+1,906
| New | +$132K | ﹤0.01% | 1263 |
|