Transform 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
Q1 | $2.93M | Sell |
33,316
-2,684
| -7% | -$236K | 0.18% | 98 |
|
|
2024
Q4 | $3.34M | Sell |
36,000
-4,001
| -10% | -$371K | 0.19% | 97 |
|
|
2024
Q3 | $3.88M | Buy |
40,001
+17,404
| +77% | +$1.69M | 0.26% | 77 |
|
|
2024
Q2 | $1.96M | Sell |
22,597
-3,626
| -14% | -$314K | 0.15% | 99 |
|
|
2024
Q1 | $2.36M | Buy |
26,223
+10,844
| +71% | +$975K | 0.22% | 91 |
|
|
2023
Q4 | $1.31M | Buy |
15,379
+12,697
| +473% | +$1.08M | 0.13% | 122 |
|
|
2023
Q3 | $203K | Buy |
+2,682
| New | +$203K | 0.02% | 231 |
|