AWM
MOAT icon

Able Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Able Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.37M Sell
14,562
-15,809
-52% -$1.48M 0.69% 36
2025
Q1 		$2.67M Buy
30,371
+8,249
+37% +$726K 1.58% 17
2024
Q4 		$2.05M Buy
22,122
+7,931
+56% +$735K 1.35% 18
2024
Q3 		$1.38M Buy
+14,191
New +$1.38M 1.04% 20