Valley Wealth Managers’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 | $30.6K | Buy |
327
+271
| +484% | +$25.4K | ﹤0.01% | 215 |
|
|
2025
Q1 | $4.9K | Hold |
56
| – | – | ﹤0.01% | 296 |
|
|
2024
Q4 | $5.16K | Sell |
56
-113
| -67% | -$10.4K | ﹤0.01% | 315 |
|
|
2024
Q3 | $16.4K | Sell |
169
-160,667
| -100% | -$15.5M | ﹤0.01% | 276 |
|
|
2024
Q2 | $13.9M | Sell |
160,836
-63,699
| -28% | -$5.52M | 1.11% | 41 |
|
|
2024
Q1 | $20.2M | Sell |
224,535
-18,340
| -8% | -$1.65M | 1.52% | 27 |
|
|
2023
Q4 | $20.6M | Buy |
242,875
+8,969
| +4% | +$761K | 1.61% | 21 |
|
|
2023
Q3 | $17.7M | Buy |
+233,906
| New | +$17.7M | 1.48% | 24 |
|