XF
XML Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.05M | Buy |
43,221
+1,855
| +4% | +$174K | 0.35% | 73 |
|
2025
Q1 | $3.64M | Buy |
41,366
+5,196
| +14% | +$457K | 0.34% | 80 |
|
2024
Q4 | $3.35M | Buy |
36,170
+5,648
| +19% | +$524K | 0.31% | 84 |
|
2024
Q3 | $2.96M | Buy |
30,522
+6,802
| +29% | +$659K | 0.27% | 88 |
|
2024
Q2 | $2.05M | Buy |
23,720
+15,610
| +192% | +$1.35M | 0.21% | 111 |
|
2024
Q1 | $729K | Buy |
8,110
+4,940
| +156% | +$444K | 0.07% | 192 |
|
2023
Q4 | $269K | Buy |
+3,170
| New | +$269K | 0.03% | 276 |
|