WealthPLAN Partners’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 | $4.08M | Sell |
43,505
-120,776
| -74% | -$11.3M | 0.66% | 37 |
|
|
2025
Q1 | $14.5M | Buy |
164,281
+1,138
| +0.7% | +$100K | 2.04% | 9 |
|
|
2024
Q4 | $15.1M | Sell |
163,143
-6,144
| -4% | -$570K | 2.15% | 9 |
|
|
2024
Q3 | $16.4M | Sell |
169,287
-2,213
| -1% | -$215K | 2.2% | 6 |
|
|
2024
Q2 | $14.9M | Sell |
171,500
-1,513
| -0.9% | -$131K | 1.59% | 14 |
|
|
2024
Q1 | $15.6M | Sell |
173,013
-7,076
| -4% | -$636K | 1.61% | 9 |
|
|
2023
Q4 | $15.3M | Buy |
180,089
+5,743
| +3% | +$487K | 1.57% | 8 |
|
|
2023
Q3 | $13.2M | Buy |
174,346
+34,706
| +25% | +$2.63M | 1.54% | 10 |
|
|
2023
Q2 | $11.1M | Sell |
139,640
-29,734
| -18% | -$2.37M | 1.58% | 11 |
|
|
2023
Q1 | $12.5M | Sell |
169,374
-86,425
| -34% | -$6.38M | 1.42% | 11 |
|
|
2022
Q4 | $18.9M | Buy |
+255,799
| New | +$18.9M | 1.32% | 18 |
|
|
2022
Q1 | $22.5M | Sell |
326,330
-32,664
| -9% | -$2.25M | 1.56% | 8 |
|
|
2021
Q4 | $26.7M | Sell |
358,994
-5,373
| -1% | -$399K | 1.76% | 9 |
|
|
2021
Q3 | $27.5M | Sell |
364,367
-54,318
| -13% | -$4.1M | 1.83% | 8 |
|
|
2021
Q2 | $31.8M | Sell |
418,685
-2,541
| -0.6% | -$193K | 2.24% | 6 |
|
|
2021
Q1 | $30.4M | Buy |
421,226
+20,573
| +5% | +$1.49M | 2.36% | 7 |
|
|
2020
Q4 | $25.8M | Buy |
400,653
+80,482
| +25% | +$5.19M | 2.2% | 8 |
|
|
2020
Q3 | $18.5M | Buy |
+320,171
| New | +$18.5M | 1.8% | 11 |
|