Western Pacific Wealth 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 | $681K | Sell |
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|
2025
Q2 | $747K | Buy |
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|
2025
Q1 | $596K | Hold |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $446K | Hold |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $706K | Buy |
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|
2023
Q3 | $630K | Sell |
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|
2023
Q2 | $670K | Buy |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $201K | Buy |
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.4M | Buy |
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