TWM
Tanager Wealth 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 | $25.6M | Sell |
272,580
-223,269
| -45% | -$20.9M | 3.02% | 8 |
|
|
2025
Q1 | $43.6M | Buy |
495,849
+17,256
| +4% | +$1.52M | 5.68% | 5 |
|
|
2024
Q4 | $44.4M | Buy |
478,593
+32,327
| +7% | +$3M | 5.76% | 4 |
|
|
2024
Q3 | $43.3M | Buy |
446,266
+3,165
| +0.7% | +$307K | 5.82% | 5 |
|
|
2024
Q2 | $38.4M | Buy |
443,101
+22,810
| +5% | +$1.98M | 5.71% | 5 |
|
|
2024
Q1 | $37.8M | Buy |
420,291
+25,800
| +7% | +$2.32M | 6.1% | 5 |
|
|
2023
Q4 | $33.5M | Buy |
394,491
+16,901
| +4% | +$1.43M | 6.09% | 4 |
|
|
2023
Q3 | $28.6M | Buy |
377,590
+44,051
| +13% | +$3.34M | 5.94% | 4 |
|
|
2023
Q2 | $26.6M | Buy |
333,539
+13,113
| +4% | +$1.05M | 5.76% | 4 |
|
|
2023
Q1 | $23.7M | Buy |
320,426
+38,306
| +14% | +$2.83M | 5.61% | 4 |
|
|
2022
Q4 | $18.3M | Buy |
282,120
+259,245
| +1,133% | +$16.8M | 4.93% | 5 |
|
|
2022
Q3 | $1.37M | Buy |
22,875
+8,481
| +59% | +$509K | 1.09% | 17 |
|
|
2022
Q2 | $917K | Buy |
14,394
+3,988
| +38% | +$254K | 0.76% | 18 |
|
|
2022
Q1 | $777K | Buy |
+10,406
| New | +$777K | 0.59% | 20 |
|