Willner & Heller’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 | $214K | Sell |
2,284
-212
| -8% | -$19.9K | 0.18% | 146 |
|
|
2025
Q1 | $220K | Hold |
2,496
| – | – | 0.2% | 140 |
|
|
2024
Q4 | $231K | Buy |
2,496
+33
| +1% | +$3.06K | 0.2% | 139 |
|
|
2024
Q3 | $239K | Hold |
2,463
| – | – | 0.21% | 134 |
|
|
2024
Q2 | $213K | Buy |
2,463
+100
| +4% | +$8.66K | 0.2% | 140 |
|
|
2024
Q1 | $212K | Buy |
+2,363
| New | +$212K | 0.21% | 134 |
|