TD Private Client Wealth’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 | $1.68M | Buy |
17,922
+2,445
| +16% | +$229K | 0.04% | 268 |
|
|
2025
Q1 | $1.36M | Sell |
15,477
-1,116
| -7% | -$98.2K | 0.04% | 288 |
|
|
2024
Q4 | $1.54M | Buy |
16,593
+4,773
| +40% | +$443K | 0.04% | 271 |
|
|
2024
Q3 | $1.15M | Buy |
11,820
+1,048
| +10% | +$102K | 0.03% | 344 |
|
|
2024
Q2 | $933K | Buy |
10,772
+4,469
| +71% | +$387K | 0.03% | 357 |
|
|
2024
Q1 | $567K | Buy |
6,303
+1,673
| +36% | +$150K | 0.02% | 435 |
|
|
2023
Q4 | $393K | Buy |
4,630
+2,672
| +136% | +$227K | 0.01% | 468 |
|
|
2023
Q3 | $148K | Buy |
+1,958
| New | +$148K | 0.01% | 591 |
|