Stiles Financial Services’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 | $402K | Hold |
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|
2025
Q2 | $381K | Hold |
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|
2025
Q1 | $357K | Hold |
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|
2024
Q4 | $376K | Hold |
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|
2024
Q3 | $394K | Hold |
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|
2024
Q2 | $352K | Sell |
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|
2024
Q1 | $404K | Hold |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $377K | Hold |
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|
2023
Q2 | $397K | Hold |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $415K | Buy |
|