Wilson & Boucher Capital 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 | $234K | Hold |
2,500
| – | – | 0.16% | 104 |
|
|
2025
Q1 | $220K | Hold |
2,500
| – | – | 0.16% | 103 |
|
|
2024
Q4 | $232K | Hold |
2,500
| – | – | 0.16% | 103 |
|
|
2024
Q3 | $242K | Hold |
2,500
| – | – | 0.17% | 103 |
|
|
2024
Q2 | $217K | Hold |
2,500
| – | – | 0.17% | 105 |
|
|
2024
Q1 | $225K | Hold |
2,500
| – | – | 0.18% | 104 |
|
|
2023
Q4 | $212K | Buy |
+2,500
| New | +$212K | 0.18% | 102 |
|