Aspen Wealth Strategies’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
$17.5M Sell
2025
Q1
$16.7M Sell
2024
Q4
$20.3M Sell
2024
Q3
$21.8M Buy
2024
Q2
$19.3M Buy
2024
Q1
$19.1M Buy
2023
Q4
$17.3M Buy
2023
Q3
$805K Buy
2023
Q2
$768K Buy
2023
Q1
$660K Sell
2022
Q4
$589K Buy