SMAM
Sugar Maple Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
4,068
-4,517
| -53% | -$424K | 0.3% | 52 |
|
|
2025
Q1 | $755K | Sell |
8,585
-50,038
| -85% | -$4.4M | 0.59% | 32 |
|
|
2024
Q4 | $5.44M | Buy |
58,623
+3,630
| +7% | +$337K | 4.14% | 8 |
|
|
2024
Q3 | $5.33M | Buy |
54,993
+8,190
| +17% | +$794K | 4.63% | 7 |
|
|
2024
Q2 | $4.05M | Sell |
46,803
-13,482
| -22% | -$1.17M | 3.92% | 8 |
|
|
2024
Q1 | $5.42M | Buy |
+60,285
| New | +$5.42M | 5.23% | 6 |
|