Wolff Wiese Magana’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 | $1.47M | Buy |
15,690
+92
| +0.6% | +$8.63K | 0.91% | 36 |
|
|
2025
Q1 | $1.37M | Buy |
15,598
+213
| +1% | +$18.7K | 0.93% | 38 |
|
|
2024
Q4 | $1.43M | Buy |
15,385
+192
| +1% | +$17.8K | 0.94% | 39 |
|
|
2024
Q3 | $1.47M | Sell |
15,193
-477
| -3% | -$46.2K | 1.01% | 35 |
|
|
2024
Q2 | $1.36M | Sell |
15,670
-882
| -5% | -$76.4K | 1.08% | 34 |
|
|
2024
Q1 | $1.49M | Buy |
16,552
+2,634
| +19% | +$237K | 1.28% | 29 |
|
|
2023
Q4 | $1.18M | Buy |
13,918
+5,510
| +66% | +$468K | 1.12% | 31 |
|
|
2023
Q3 | $638K | Buy |
8,408
+6,075
| +260% | +$461K | 0.52% | 60 |
|
|
2023
Q2 | $186K | Buy |
2,333
+810
| +53% | +$64.6K | 0.14% | 101 |
|
|
2023
Q1 | $112K | Hold |
1,523
| – | – | 0.09% | 126 |
|
|
2022
Q4 | $98.9K | Buy |
1,523
+780
| +105% | +$50.6K | 0.08% | 136 |
|
|
2022
Q3 | $45K | Hold |
743
| – | – | 0.04% | 250 |
|
|
2022
Q2 | $47K | Hold |
743
| – | – | 0.03% | 263 |
|
|
2022
Q1 | $56K | Hold |
743
| – | – | 0.04% | 255 |
|
|
2021
Q4 | $57K | Hold |
743
| – | – | 0.04% | 259 |
|
|
2021
Q3 | $54K | Hold |
743
| – | – | 0.04% | 269 |
|
|
2021
Q2 | $55K | Buy |
743
+108
| +17% | +$8K | 0.04% | 267 |
|
|
2021
Q1 | $44K | Hold |
635
| – | – | 0.03% | 294 |
|
|
2020
Q4 | $39K | Buy |
+635
| New | +$39K | 0.03% | 295 |
|