Western 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 | $4.86M | Sell |
51,864
-11,659
| -18% | -$1.09M | 0.29% | 74 |
|
|
2025
Q1 | $5.59M | Sell |
63,523
-103
| -0.2% | -$9.06K | 0.37% | 54 |
|
|
2024
Q4 | $5.9M | Sell |
63,626
-12,434
| -16% | -$1.15M | 0.38% | 47 |
|
|
2024
Q3 | $7.37M | Buy |
76,060
+24,044
| +46% | +$2.33M | 0.42% | 46 |
|
|
2024
Q2 | $4.51M | Sell |
52,016
-39,698
| -43% | -$3.44M | 0.33% | 58 |
|
|
2024
Q1 | $8.25M | Buy |
91,714
+1,949
| +2% | +$175K | 0.64% | 29 |
|
|
2023
Q4 | $7.62M | Buy |
89,765
+3,595
| +4% | +$305K | 0.55% | 35 |
|
|
2023
Q3 | $6.54M | Buy |
86,170
+32,226
| +60% | +$2.44M | 0.55% | 34 |
|
|
2023
Q2 | $4.3M | Buy |
53,944
+6,075
| +13% | +$485K | 0.37% | 53 |
|
|
2023
Q1 | $3.53M | Buy |
47,869
+5,015
| +12% | +$370K | 0.33% | 65 |
|
|
2022
Q4 | $2.78M | Sell |
42,854
-21,952
| -34% | -$1.42M | 0.28% | 86 |
|
|
2022
Q3 | $3.89M | Buy |
64,806
+14,823
| +30% | +$891K | 0.22% | 103 |
|
|
2022
Q2 | $3.18M | Buy |
49,983
+4,181
| +9% | +$266K | 0.18% | 129 |
|
|
2022
Q1 | $3.42M | Buy |
45,802
+24,434
| +114% | +$1.83M | 0.17% | 132 |
|
|
2021
Q4 | $1.63M | Buy |
+21,368
| New | +$1.63M | 0.16% | 138 |
|
|
2021
Q2 | $462K | Buy |
+6,185
| New | +$462K | 0.05% | 371 |
|