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

Balance Wealth’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 		$555K Buy
5,922
+26
+0.4% +$2.44K 0.33% 63
2025
Q1 		$519K Buy
+5,896
New +$519K 0.34% 63