Spire Wealth Management’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
Q3 | $330K | Buy |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $357K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $520K | Sell |
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|
2022
Q4 | $656K | Buy |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $602K | Sell |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $652K | Buy |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | $132K | Buy |
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