Wolff Financial 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 | $274K | Hold |
2,918
| – | – | 0.07% | 85 |
|
|
2025
Q1 | $257K | Hold |
2,918
| – | – | 0.07% | 85 |
|
|
2024
Q4 | $271K | Buy |
2,918
+12
| +0.4% | +$1.11K | 0.08% | 84 |
|
|
2024
Q3 | $282K | Sell |
2,906
-1,807
| -38% | -$175K | 0.08% | 85 |
|
|
2024
Q2 | $408K | Hold |
4,713
| – | – | 0.3% | 36 |
|
|
2024
Q1 | $424K | Sell |
4,713
-215
| -4% | -$19.3K | 0.12% | 76 |
|
|
2023
Q4 | $418K | Buy |
4,928
+932
| +23% | +$79.1K | 0.13% | 75 |
|
|
2023
Q3 | $303K | Hold |
3,996
| – | – | 0.1% | 78 |
|
|
2023
Q2 | $319K | Hold |
3,996
| – | – | 0.28% | 33 |
|
|
2023
Q1 | $295K | Hold |
3,996
| – | – | 0.1% | 83 |
|
|
2022
Q4 | $259K | Buy |
3,996
+14
| +0.4% | +$907 | 0.1% | 87 |
|
|
2022
Q3 | $238K | Hold |
3,982
| – | – | 0.11% | 90 |
|
|
2022
Q2 | $254K | Hold |
3,982
| – | – | 0.11% | 87 |
|
|
2022
Q1 | $297K | Hold |
3,982
| – | – | 0.12% | 89 |
|
|
2021
Q4 | $303K | Buy |
3,982
+11
| +0.3% | +$837 | 0.11% | 91 |
|
|
2021
Q3 | $291K | Buy |
+3,971
| New | +$291K | 0.25% | 35 |
|
|
2021
Q1 | $214K | Buy |
+3,087
| New | +$214K | 0.1% | 93 |
|