SWMG LLC’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 | $802K | Buy |
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|
2025
Q2 | $721K | Buy |
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|
2025
Q1 | $538K | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $435K | Sell |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $396K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $660K | Buy |
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|
2022
Q1 | $983K | Buy |
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|
2021
Q4 | $816K | Buy |
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|
2021
Q3 | $591K | Buy |
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|
2021
Q2 | $471K | Buy |
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|
2021
Q1 | $362K | Sell |
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|
2020
Q4 | $334K | Buy |
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