TRUE Private Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $5.38M | Buy |
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|
2024
Q3 | $5.06M | Buy |
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|
2024
Q2 | $1.74M | Buy |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $399K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.87M | Sell |
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|
2019
Q3 | $1.72M | Sell |
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|
2019
Q2 | $1.65M | Sell |
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|
2019
Q1 | $3.29M | Sell |
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|
2018
Q4 | $2.95M | Buy |
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