Wolff Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $201K | Sell |
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|
2025
Q2 | $274K | Hold |
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|
2025
Q1 | $257K | Hold |
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|
2024
Q4 | $271K | Buy |
|
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $408K | Hold |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $295K | Hold |
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|
2022
Q4 | $259K | Buy |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $297K | Hold |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $291K | Buy |
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|
2021
Q1 | $214K | Buy |
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