Summit Wealth Partners’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 | $1.43M | Sell |
15,241
-2,807
| -16% | -$263K | 0.27% | 66 |
|
|
2025
Q1 | $1.59M | Buy |
18,048
+12
| +0.1% | +$1.06K | 0.32% | 61 |
|
|
2024
Q4 | $1.67M | Sell |
18,036
-1,178
| -6% | -$109K | 0.34% | 59 |
|
|
2024
Q3 | $1.86M | Sell |
19,214
-130
| -0.7% | -$12.6K | 0.36% | 58 |
|
|
2024
Q2 | $1.68M | Buy |
19,344
+4,768
| +33% | +$413K | 0.35% | 57 |
|
|
2024
Q1 | $1.31M | Buy |
14,576
+2,273
| +18% | +$204K | 0.28% | 64 |
|
|
2023
Q4 | $1.04M | Buy |
+12,303
| New | +$1.04M | 0.24% | 66 |
|