WealthPlan Investment 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 | $9.15M | Buy |
97,525
+32,963
| +51% | +$3.09M | 0.67% | 52 |
|
|
2025
Q1 | $5.68M | Buy |
64,562
+3,161
| +5% | +$278K | 0.56% | 66 |
|
|
2024
Q4 | $5.69M | Buy |
61,401
+3,249
| +6% | +$301K | 0.56% | 64 |
|
|
2024
Q3 | $5.64M | Buy |
58,152
+4,869
| +9% | +$472K | 0.57% | 65 |
|
|
2024
Q2 | $4.61M | Sell |
53,283
-1,442
| -3% | -$125K | 0.7% | 60 |
|
|
2024
Q1 | $4.92M | Sell |
54,725
-26,990
| -33% | -$2.43M | 0.75% | 56 |
|
|
2023
Q4 | $6.94M | Buy |
81,715
+3,782
| +5% | +$321K | 1.11% | 37 |
|
|
2023
Q3 | $5.91M | Buy |
77,933
+20,240
| +35% | +$1.54M | 1.04% | 41 |
|
|
2023
Q2 | $4.6M | Sell |
57,693
-29,168
| -34% | -$2.33M | 1.37% | 29 |
|
|
2023
Q1 | $6.41M | Sell |
86,861
-168,739
| -66% | -$12.5M | 1.1% | 37 |
|
|
2022
Q4 | $18.8M | Sell |
255,600
-4,160
| -2% | -$306K | 1.31% | 18 |
|
|
2022
Q3 | $17.4M | Buy |
+259,760
| New | +$17.4M | 1.27% | 20 |
|
|
2022
Q1 | $22.5M | Buy |
+326,330
| New | +$22.5M | 1.56% | 8 |
|