Vertex Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,064
| Closed | -$297K | – | 183 |
|
|
2024
Q3 | $297K | Sell |
3,064
-142
| -4% | -$13.8K | 0.07% | 132 |
|
|
2024
Q2 | $278K | Hold |
3,206
| – | – | 0.07% | 130 |
|
|
2024
Q1 | $288K | Hold |
3,206
| – | – | 0.08% | 128 |
|
|
2023
Q4 | $272K | Sell |
3,206
-37
| -1% | -$3.14K | 0.08% | 126 |
|
|
2023
Q3 | $246K | Hold |
3,243
| – | – | 0.08% | 117 |
|
|
2023
Q2 | $259K | Buy |
+3,243
| New | +$259K | 0.09% | 118 |
|