Waverly Advisors’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 | $2.73M | Sell |
29,146
-1,553
| -5% | -$146K | 0.03% | 429 |
|
|
2025
Q1 | $2.7M | Buy |
30,699
+1,534
| +5% | +$135K | 0.03% | 413 |
|
|
2024
Q4 | $2.7M | Buy |
29,165
+25,119
| +621% | +$2.33M | 0.04% | 323 |
|
|
2024
Q3 | $392K | Sell |
4,046
-334
| -8% | -$32.4K | 0.01% | 624 |
|
|
2024
Q2 | $379K | Buy |
4,380
+943
| +27% | +$81.7K | 0.01% | 625 |
|
|
2024
Q1 | $309K | Buy |
+3,437
| New | +$309K | 0.01% | 561 |
|