Wagner Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,100
| Closed | -$66K | – | 547 |
|
|
2022
Q3 | $66K | Hold |
1,100
| – | – | 0.05% | 180 |
|
|
2022
Q2 | $70K | Buy |
+1,100
| New | +$70K | 0.06% | 172 |
|
|
2022
Q1 | – | Sell |
-1,300
| Closed | -$99K | – | 483 |
|
|
2021
Q4 | $99K | Hold |
1,300
| – | – | 0.08% | 182 |
|
|
2021
Q3 | $99K | Hold |
1,300
| – | – | 0.08% | 170 |
|
|
2021
Q2 | $96K | Hold |
1,300
| – | – | 0.07% | 193 |
|
|
2021
Q1 | $90K | Hold |
1,300
| – | – | 0.07% | 181 |
|
|
2020
Q4 | $81K | Buy |
+1,300
| New | +$81K | 0.08% | 124 |
|
|
2018
Q3 | $65K | Hold |
1,400
| – | – | 0.04% | 228 |
|
|
2018
Q2 | $61K | Hold |
1,400
| – | – | 0.04% | 220 |
|
|
2018
Q1 | $58K | Hold |
1,400
| – | – | 0.04% | 207 |
|
|
2017
Q4 | $62K | Buy |
+1,400
| New | +$62K | 0.05% | 203 |
|