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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$578K	Sell
2025 Q2	$555K	Buy
2025 Q1	$519K	Buy