WealthBridge Capital 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 | $406K | Sell |
4,326
-3,380
| -44% | -$317K | 0.1% | 136 |
|
|
2025
Q1 | $678K | Buy |
7,706
+385
| +5% | +$33.9K | 0.19% | 93 |
|
|
2024
Q4 | $679K | Sell |
7,321
-46
| -0.6% | -$4.27K | 0.19% | 90 |
|
|
2024
Q3 | $714K | Sell |
7,367
-1,741
| -19% | -$169K | 0.2% | 88 |
|
|
2024
Q2 | $789K | Buy |
9,108
+1,038
| +13% | +$89.9K | 0.26% | 71 |
|
|
2024
Q1 | $726K | Buy |
8,070
+2,200
| +37% | +$198K | 0.24% | 74 |
|
|
2023
Q4 | $498K | Buy |
5,870
+757
| +15% | +$64.3K | 0.19% | 89 |
|
|
2023
Q3 | $388K | Buy |
5,113
+626
| +14% | +$47.5K | 0.16% | 102 |
|
|
2023
Q2 | $358K | Buy |
+4,487
| New | +$358K | 0.14% | 112 |
|