WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $185K | Hold |
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|
2017
Q1 | $175K | Hold |
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|
2016
Q4 | $162K | Buy |
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|
2016
Q3 | $158K | Hold |
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|
2016
Q2 | $151K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $168K | Sell |
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|
2015
Q3 | $204K | Hold |
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|
2015
Q2 | $224K | Sell |
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|
2015
Q1 | $228K | Sell |
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|
2014
Q4 | $284K | Buy |
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|
2014
Q3 | $186K | Buy |
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|
2014
Q2 | $138K | Buy |
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|
2014
Q1 | $52K | Sell |
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|
2013
Q4 | $592K | Buy |
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