Westshore Wealth’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 | $3.5M | Sell |
37,347
-538
| -1% | -$50.5K | 1.34% | 15 |
|
|
2025
Q1 | $3.33M | Sell |
37,885
-4,178
| -10% | -$368K | 1.41% | 14 |
|
|
2024
Q4 | $3.9M | Buy |
42,063
+227
| +0.5% | +$21K | 1.58% | 13 |
|
|
2024
Q3 | $4.06M | Buy |
41,836
+69
| +0.2% | +$6.69K | 1.66% | 13 |
|
|
2024
Q2 | $3.62M | Sell |
41,767
-5,354
| -11% | -$464K | 1.5% | 12 |
|
|
2024
Q1 | $4.24M | Buy |
47,121
+2,635
| +6% | +$237K | 1.76% | 12 |
|
|
2023
Q4 | $3.78M | Buy |
44,486
+5,121
| +13% | +$435K | 1.74% | 11 |
|
|
2023
Q3 | $2.99M | Buy |
39,365
+1,108
| +3% | +$84K | 1.66% | 9 |
|
|
2023
Q2 | $3.05M | Buy |
38,257
+7,213
| +23% | +$576K | 1.56% | 12 |
|
|
2023
Q1 | $2.29M | Buy |
31,044
+20,311
| +189% | +$1.5M | 1.2% | 12 |
|
|
2022
Q4 | $697K | Buy |
+10,733
| New | +$697K | 0.4% | 29 |
|