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Advyzon Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Advyzon Investment Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$958K Sell
10,209
-229
-2% -$21.5K 0.21% 104
2025
Q1 		$919K Sell
10,438
-1,694
-14% -$149K 0.32% 61
2024
Q4 		$1.12M Buy
+12,132
New +$1.12M 0.43% 41