WJ Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,675
| Closed | -$1.92M | – | 75 |
|
|
2023
Q4 | $1.92M | Sell |
22,675
-105,706
| -82% | -$8.97M | 0.84% | 31 |
|
|
2023
Q3 | $9.74M | Buy |
128,381
+29,620
| +30% | +$2.25M | 4.73% | 8 |
|
|
2023
Q2 | $7.88M | Buy |
+98,761
| New | +$7.88M | 3.73% | 11 |
|
|
2021
Q4 | – | Sell |
-70,564
| Closed | -$5.17M | – | 57 |
|
|
2021
Q3 | $5.17M | Buy |
+70,564
| New | +$5.17M | 3.44% | 12 |
|