WealthPlan Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10M | Buy |
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|
2025
Q2 | $9.15M | Buy |
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|
2025
Q1 | $5.68M | Buy |
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|
2024
Q4 | $5.69M | Buy |
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|
2024
Q3 | $5.64M | Buy |
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|
2024
Q2 | $4.61M | Sell |
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|
2024
Q1 | $4.92M | Sell |
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|
2023
Q4 | $6.94M | Buy |
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|
2023
Q3 | $5.91M | Buy |
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|
2023
Q2 | $4.6M | Sell |
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|
2023
Q1 | $6.41M | Sell |
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|
2022
Q4 | $18.8M | Sell |
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|
2022
Q3 | $17.4M | Buy |
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|
2022
Q1 | $22.5M | Buy |
|