Vivaldi Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
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|
2025
Q1 | $293K | Hold |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $322K | Hold |
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $216K | Buy |
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