Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Sell |
8,189
-1,448
| -15% | -$136K | 0.25% | 48 |
|
|
2025
Q1 | $848K | Buy |
9,637
+201
| +2% | +$17.7K | 0.3% | 47 |
|
|
2024
Q4 | $875K | Buy |
9,436
+888
| +10% | +$82.3K | 0.33% | 46 |
|
|
2024
Q3 | $829K | Buy |
8,548
+290
| +4% | +$28.1K | 0.31% | 45 |
|
|
2024
Q2 | $715K | Buy |
8,258
+1,111
| +16% | +$96.2K | 0.29% | 44 |
|
|
2024
Q1 | $642K | Buy |
7,147
+1,397
| +24% | +$126K | 0.26% | 44 |
|
|
2023
Q4 | $488K | Buy |
5,750
+22
| +0.4% | +$1.87K | 0.23% | 48 |
|
|
2023
Q3 | $434K | Buy |
5,728
+91
| +2% | +$6.9K | 0.22% | 47 |
|
|
2023
Q2 | $450K | Sell |
5,637
-162
| -3% | -$12.9K | 0.22% | 47 |
|
|
2023
Q1 | $428K | Buy |
5,799
+608
| +12% | +$44.9K | 0.22% | 50 |
|
|
2022
Q4 | $337K | Buy |
5,191
+402
| +8% | +$26.1K | 0.23% | 39 |
|
|
2022
Q3 | $287K | Buy |
4,789
+500
| +12% | +$30K | 0.2% | 55 |
|
|
2022
Q2 | $273K | Buy |
4,289
+571
| +15% | +$36.3K | 0.19% | 56 |
|
|
2022
Q1 | $278K | Sell |
3,718
-2,156
| -37% | -$161K | 0.17% | 67 |
|
|
2021
Q4 | $447K | Buy |
5,874
+3,969
| +208% | +$302K | 0.26% | 50 |
|
|
2021
Q3 | $140K | Buy |
1,905
+440
| +30% | +$32.3K | 0.09% | 95 |
|
|
2021
Q2 | $108K | Buy |
1,465
+178
| +14% | +$13.1K | 0.07% | 108 |
|
|
2021
Q1 | $89K | Buy |
1,287
+208
| +19% | +$14.4K | 0.06% | 118 |
|
|
2020
Q4 | $67K | Buy |
1,079
+297
| +38% | +$18.4K | 0.05% | 122 |
|
|
2020
Q3 | $43K | Buy |
782
+231
| +42% | +$12.7K | 0.03% | 132 |
|
|
2020
Q2 | $29K | Buy |
+551
| New | +$29K | 0.02% | 135 |
|