TRUE Private Wealth Advisors’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 | $438K | Sell |
4,670
-223
| -5% | -$20.9K | 0.05% | 161 |
|
|
2025
Q1 | $431K | Sell |
4,893
-53,154
| -92% | -$4.68M | 0.05% | 141 |
|
|
2024
Q4 | $5.38M | Buy |
58,047
+5,885
| +11% | +$546K | 0.65% | 24 |
|
|
2024
Q3 | $5.06M | Buy |
52,162
+32,074
| +160% | +$3.11M | 0.6% | 30 |
|
|
2024
Q2 | $1.74M | Buy |
20,088
+4,736
| +31% | +$410K | 0.2% | 75 |
|
|
2024
Q1 | $1.38M | Buy |
15,352
+10,654
| +227% | +$958K | 0.16% | 79 |
|
|
2023
Q4 | $399K | Buy |
+4,698
| New | +$399K | 0.05% | 185 |
|
|
2020
Q1 | – | Sell |
-34,186
| Closed | -$1.87M | – | 770 |
|
|
2019
Q4 | $1.87M | Sell |
34,186
-57
| -0.2% | -$3.12K | 0.29% | 51 |
|
|
2019
Q3 | $1.72M | Sell |
34,243
-66
| -0.2% | -$3.31K | 0.3% | 51 |
|
|
2019
Q2 | $1.65M | Sell |
34,309
-36,284
| -51% | -$1.74M | 0.28% | 51 |
|
|
2019
Q1 | $3.29M | Sell |
70,593
-985
| -1% | -$45.9K | 0.63% | 23 |
|
|
2018
Q4 | $2.95M | Buy |
+71,578
| New | +$2.95M | 0.52% | 34 |
|