WWA
WCG Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
11,959
-257
| -2% | -$24.1K | 0.07% | 218 |
|
|
2025
Q1 | $1.07M | Sell |
12,216
-4,574
| -27% | -$403K | 0.08% | 190 |
|
|
2024
Q4 | $1.56M | Sell |
16,790
-38,452
| -70% | -$3.57M | 0.1% | 171 |
|
|
2024
Q3 | $5.36M | Buy |
55,242
+26,504
| +92% | +$2.57M | 0.36% | 85 |
|
|
2024
Q2 | $2.49M | Buy |
28,738
+1,704
| +6% | +$148K | 0.18% | 116 |
|
|
2024
Q1 | $2.43M | Sell |
27,034
-1,395
| -5% | -$125K | 0.2% | 108 |
|
|
2023
Q4 | $2.41M | Buy |
28,429
+4,695
| +20% | +$399K | 0.18% | 117 |
|
|
2023
Q3 | $1.8M | Buy |
+23,734
| New | +$1.8M | 0.13% | 143 |
|