WMWM
Whitaker-Myers Wealth Managers’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8M | Buy |
658,546
+39,723
| +6% | +$3.73M | 15.56% | 1 |
|
|
2025
Q1 | $54.5M | Buy |
618,823
+61,087
| +11% | +$5.38M | 15.27% | 1 |
|
|
2024
Q4 | $51.7M | Buy |
557,736
+34,389
| +7% | +$3.19M | 15.08% | 1 |
|
|
2024
Q3 | $50.7M | Buy |
523,347
+11,494
| +2% | +$1.11M | 16.87% | 1 |
|
|
2024
Q2 | $44.3M | Buy |
511,853
+24,415
| +5% | +$2.11M | 16.37% | 1 |
|
|
2024
Q1 | $43.8M | Buy |
487,438
+22,478
| +5% | +$2.02M | 18.49% | 1 |
|
|
2023
Q4 | $39.5M | Buy |
464,960
+40,337
| +9% | +$3.42M | 19.65% | 1 |
|
|
2023
Q3 | $32.2M | Buy |
424,623
+48,796
| +13% | +$3.7M | 19.99% | 1 |
|
|
2023
Q2 | $30M | Buy |
375,827
+35,503
| +10% | +$2.83M | 20.09% | 1 |
|
|
2023
Q1 | $25.1M | Buy |
340,324
+58,317
| +21% | +$4.31M | 19.45% | 1 |
|
|
2022
Q4 | $18.3M | Buy |
+282,007
| New | +$18.3M | 17.55% | 1 |
|