Stiles Financial Services’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 | $381K | Hold |
4,060
| – | – | 0.13% | 129 |
|
|
2025
Q1 | $357K | Hold |
4,060
| – | – | 0.14% | 125 |
|
|
2024
Q4 | $376K | Hold |
4,060
| – | – | 0.14% | 132 |
|
|
2024
Q3 | $394K | Hold |
4,060
| – | – | 0.14% | 132 |
|
|
2024
Q2 | $352K | Sell |
4,060
-434
| -10% | -$37.6K | 0.14% | 129 |
|
|
2024
Q1 | $404K | Hold |
4,494
| – | – | 0.16% | 119 |
|
|
2023
Q4 | $381K | Sell |
4,494
-482
| -10% | -$40.9K | 0.17% | 116 |
|
|
2023
Q3 | $377K | Hold |
4,976
| – | – | 0.2% | 114 |
|
|
2023
Q2 | $397K | Hold |
4,976
| – | – | 0.2% | 122 |
|
|
2023
Q1 | $367K | Sell |
4,976
-2,622
| -35% | -$194K | 0.2% | 121 |
|
|
2022
Q4 | $415K | Buy |
+7,598
| New | +$415K | 0.24% | 106 |
|