VitalStone Financial’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
Q3 | $3.54M | Sell |
36,515
-4,813
| -12% | -$467K | 2.41% | 10 |
|
|
2024
Q2 | $3.58M | Sell |
41,328
-1,400
| -3% | -$121K | 2.59% | 8 |
|
|
2024
Q1 | $3.84M | Sell |
42,728
-2,527
| -6% | -$227K | 2.93% | 6 |
|
|
2023
Q4 | $3.84M | Buy |
45,255
+1,422
| +3% | +$121K | 3.07% | 8 |
|
|
2023
Q3 | $3.27M | Buy |
43,833
+23,649
| +117% | +$1.76M | 2.76% | 9 |
|
|
2023
Q2 | $1.49M | Sell |
20,184
-5,059
| -20% | -$373K | 0.83% | 20 |
|
|
2023
Q1 | $1.92M | Buy |
25,243
+12,216
| +94% | +$929K | 1.58% | 14 |
|
|
2022
Q4 | $842K | Buy |
+13,027
| New | +$842K | 0.57% | 28 |
|