Trajan 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 | $3.54M | Sell |
37,736
-567
| -1% | -$53.2K | 0.17% | 94 |
|
|
2025
Q1 | $3.37M | Sell |
38,303
-477
| -1% | -$42K | 0.18% | 96 |
|
|
2024
Q4 | $3.6M | Sell |
38,780
-545
| -1% | -$50.5K | 0.2% | 98 |
|
|
2024
Q3 | $3.81M | Sell |
39,325
-124
| -0.3% | -$12K | 0.22% | 93 |
|
|
2024
Q2 | $3.42M | Sell |
39,449
-37
| -0.1% | -$3.21K | 0.22% | 92 |
|
|
2024
Q1 | $3.55M | Buy |
+39,486
| New | +$3.55M | 0.24% | 93 |
|