VCM
Vision Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Hold |
5,453
| – | – | 0.07% | 96 |
|
|
2025
Q1 | $480K | Hold |
5,453
| – | – | 0.07% | 94 |
|
|
2024
Q4 | $506K | Sell |
5,453
-143
| -3% | -$13.3K | 0.07% | 89 |
|
|
2024
Q3 | $543K | Sell |
5,596
-33
| -0.6% | -$3.2K | 0.08% | 90 |
|
|
2024
Q2 | $488K | Hold |
5,629
| – | – | 0.07% | 92 |
|
|
2024
Q1 | $506K | Hold |
5,629
| – | – | 0.08% | 90 |
|
|
2023
Q4 | $478K | Buy |
+5,629
| New | +$478K | 0.07% | 90 |
|
|
2023
Q3 | – | Sell |
-5,629
| Closed | -$449K | – | 92 |
|
|
2023
Q2 | $449K | Buy |
5,629
+2,039
| +57% | +$163K | 0.08% | 79 |
|
|
2023
Q1 | $265K | Buy |
+3,590
| New | +$265K | 0.05% | 95 |
|