UWM
USAdvisors Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-51,627
| Closed | -$5M | – | 142 |
|
|
2024
Q3 | $5M | Sell |
51,627
-2,540
| -5% | -$246K | 1.75% | 15 |
|
|
2024
Q2 | $4.69M | Sell |
54,167
-1,713
| -3% | -$148K | 1.65% | 18 |
|
|
2024
Q1 | $5M | Sell |
55,880
-2,633
| -4% | -$235K | 1.89% | 17 |
|
|
2023
Q4 | $4.97M | Buy |
+58,513
| New | +$4.97M | 2.06% | 15 |
|