Western Pacific Wealth 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 | $747K | Buy |
7,967
+1,200
| +18% | +$113K | 0.72% | 15 |
|
|
2025
Q1 | $596K | Hold |
6,767
| – | – | 0.54% | 18 |
|
|
2024
Q4 | $628K | Buy |
6,767
+16
| +0.2% | +$1.48K | 0.51% | 20 |
|
|
2024
Q3 | $655K | Buy |
6,751
+1,600
| +31% | +$155K | 0.44% | 16 |
|
|
2024
Q2 | $446K | Hold |
5,151
| – | – | 0.34% | 22 |
|
|
2024
Q1 | $463K | Sell |
5,151
-3,165
| -38% | -$285K | 0.34% | 21 |
|
|
2023
Q4 | $706K | Buy |
8,316
+15
| +0.2% | +$1.27K | 0.52% | 16 |
|
|
2023
Q3 | $630K | Sell |
8,301
-100
| -1% | -$7.58K | 0.52% | 16 |
|
|
2023
Q2 | $670K | Buy |
8,401
+3,000
| +56% | +$239K | 0.51% | 17 |
|
|
2023
Q1 | $399K | Buy |
5,401
+1,500
| +38% | +$111K | 0.3% | 20 |
|
|
2022
Q4 | $253K | Buy |
3,901
+541
| +16% | +$35.1K | 0.21% | 25 |
|
|
2022
Q3 | $201K | Buy |
3,360
+200
| +6% | +$12K | 0.2% | 22 |
|
|
2022
Q2 | $201K | Sell |
3,160
-14,716
| -82% | -$936K | 0.2% | 24 |
|
|
2022
Q1 | $1.34M | Sell |
17,876
-563
| -3% | -$42K | 0.97% | 10 |
|
|
2021
Q4 | $1.4M | Buy |
+18,439
| New | +$1.4M | 0.9% | 10 |
|