Apexium Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$54.9M Buy
2025
Q1
$50.9M Buy
2024
Q4
$53.5M Buy
2024
Q3
$54M Buy
2024
Q2
$44.8M Buy
2024
Q1
$45.3M Buy
2023
Q4
$41.7M Buy
2023
Q3
$36.2M Buy
2023
Q2
$37.3M Buy
2023
Q1
$33M Buy
2022
Q4
$28.6M Buy
2022
Q3
$23.2M Buy
2022
Q2
$7.15M Sell
2022
Q1
$12.7M Buy
2021
Q4
$12.8M Buy
2021
Q3
$12.2M Buy
2021
Q2
$11.5M Buy
2021
Q1
$8.15M Buy
2020
Q4
$6.8M Sell
2020
Q3
$6.02M Buy
2020
Q2
$2.73M Buy