Strategic Investment Solutions’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 | $935K | Sell |
9,974
-33
| -0.3% | -$3.1K | 0.28% | 65 |
|
|
2025
Q1 | $881K | Sell |
10,007
-1,842
| -16% | -$162K | 0.26% | 55 |
|
|
2024
Q4 | $1.09M | Buy |
11,849
+548
| +5% | +$50.6K | 0.37% | 47 |
|
|
2024
Q3 | $1.1M | Buy |
11,301
+5,035
| +80% | +$488K | 0.33% | 51 |
|
|
2024
Q2 | $434K | Buy |
+6,266
| New | +$434K | 0.14% | 67 |
|
|
2023
Q4 | $919K | Sell |
10,830
-304,472
| -97% | -$25.8M | 0.16% | 70 |
|
|
2023
Q3 | $25.1M | Buy |
315,302
+311,212
| +7,609% | +$24.8M | 0.31% | 51 |
|
|
2023
Q2 | $310K | Hold |
4,090
| – | – | 0.06% | 100 |
|
|
2023
Q1 | $302K | Hold |
4,090
| – | – | 0.06% | 136 |
|
|
2022
Q4 | $311K | Buy |
+4,090
| New | +$311K | 0.15% | 72 |
|