Valued Retirements’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 | $719K | Hold |
7,661
| – | – | 0.81% | 31 |
|
|
2025
Q1 | $674K | Hold |
7,661
| – | – | 0.89% | 29 |
|
|
2024
Q4 | $710K | Hold |
7,661
| – | – | 0.96% | 31 |
|
|
2024
Q3 | $743K | Hold |
7,661
| – | – | 1.02% | 24 |
|
|
2024
Q2 | $664K | Hold |
7,661
| – | – | 1.01% | 24 |
|
|
2024
Q1 | $689K | Hold |
7,661
| – | – | 1.1% | 22 |
|
|
2023
Q4 | $650K | Buy |
+7,661
| New | +$650K | 1.13% | 21 |
|