Trademark Financial Management’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 | $1.03M | Sell |
11,000
-4,552
| -29% | -$427K | 0.63% | 35 |
|
|
2025
Q1 | $1.37M | Sell |
15,552
-6,530
| -30% | -$575K | 1.04% | 27 |
|
|
2024
Q4 | $2.05M | Sell |
22,082
-24,910
| -53% | -$2.31M | 1.63% | 19 |
|
|
2024
Q3 | $4.56M | Sell |
46,992
-39,580
| -46% | -$3.84M | 3.61% | 7 |
|
|
2024
Q2 | $7.5M | Sell |
86,572
-7,088
| -8% | -$614K | 6.11% | 3 |
|
|
2024
Q1 | $8.42M | Sell |
93,660
-21,872
| -19% | -$1.97M | 6.98% | 3 |
|
|
2023
Q4 | $9.81M | Buy |
+115,532
| New | +$9.81M | 7.2% | 2 |
|